Summitry, based in Foster City, is a trusted team of wealth advisors helping Bay Area individuals and families navigate complex financial decisions with confidence. Specializing in comprehensive wealth management—including investment planning, tax strategies, estate coordination, and retirement planning—Summitry delivers highly personalized advice tailored to each client’s life goals. With a strong local presence and a fiduciary approach, Summitry is committed to helping clients grow, protect, and transition their wealth with purpose.