Summitry LLC

Most wealth managers understand equities. At Summitry, we find Far fewer understand equity compensation. For Bay Area tech pros, the difference may cost millions. What sets a seasoned firm apart: hubs.ly/Q04gHPsK0

Welcome to Summitry, Karen! Karen joins our Pasadena office as Director of Client Services, bringing two decades in financial services, most recently at Vantage Wealth, and a true client-first approach. hubs.ly/Q04fW7SD0

Welcome to Summitry, James! James joins as Partner & Regional Director leading our Pasadena office. With 30+ years in wealth management and as co-founder of Vantage Wealth, he brings deep experience. So glad you're here! hubs.ly/Q04fW4bD0

One year of Chris at Summitry! From his manager Emily: "Chris shows up for his clients with care, consistency, and a level of commitment that sets a high standard for all of us." Congrats on year one, Chris — here's to many more!

At the start of 2026, not a single Wall Street strategist was bearish on stocks. Twelve weeks later, bears had nearly doubled — on a 5% decline. Our Q1 commentary on filtering signal from noise: hubs.ly/Q04dP4kd0

Your stock options have an expiration date. Miss it and you walk away with nothing. 5 moments that should force a decision on your equity (AMT traps included) → hubs.ly/Q04d57Tp0

Please join us in welcoming Jacob to Summitry! He joins as a Financial Advisor with our Private Client Group. Fun facts: he’s a twin, has never broken a bone or been to the ER, and saw 3 wild bears in 2024. Welcome, Jacob!

Should you sell company stock to pay your tax bill? Not always the smartest move. Consider concentration risk, tax timing, cash flow options, and long-term growth first. Read more: hubs.ly/Q04csgc50

AI is everywhere, but not all investments are equal. As hype grows, the key questions remain: who delivers real cash flow and durable advantage? At Summitry, we focus on discipline over narrative. Read more: hubs.ly/Q04b4W-G0

Celebrating Mary’s 1-year anniversary 🎉 Her dedication, growth mindset, and impact on team and clients stand out. As Mary's manager, Tyler, says, “a joy to work with… inspiring drive… meaningful outcomes.” Congrats, Mary! We're excited for what’s ahead!

Direct indexing has been the next big thing for years. What happens when it matures? We explore where it’s headed, what investors should watch, and whether its benefits will last. Read more: hubs.ly/Q048Hdfv0

Think you can invest $25K/year in your ESPP? Not exactly. The IRS limit is based on stock value at grant, not contributions. Know the rules: hubs.ly/Q0487C360

Welcome Elijah to the team! Before finance, he played pro soccer with Boca Juniors, competed in a state powerlifting championship, and learned S&P futures trading from a retired Wall Street trader. Excited to have him on board.

A startup exit can be life changing. It can also trigger a large tax bill. Qualified Small Business Stock (QSBS) may allow eligible shareholders to exclude federal capital gains taxes on qualifying shares. Our latest blog explains the key rules to know: hubs.ly/Q047dg-N0

Summitry has acquired Vantage Wealth, a Pasadena-based RIA managing $721M in assets. Moving forward, Vantage will operate as Summitry, strengthening our presence in Southern California and expanding capabilities for clients. Read more: hubs.ly/Q0469gYq0

We were honored to host our third annual Lunar New Year celebration. The evening featured great food, meaningful traditions, and a lion dance symbolizing strength and good fortune. Grateful for the community and trust that make this possible. Wishing all health and prosperity.

Happy 3 years to Michelle! “Michelle brings heart, intention, and ownership to everything she does at Summitry. From retreats and events to life’s biggest moments, she keeps our team connected. She leads with care, excellence, and empathy. We’re grateful—congrats, Michelle!”

Celebrating Sneha’s 7-year milestone at Summitry. As Conor shared: “Through growth and change, Sneha has been a steady, reliable force the team can count on. Her patience, clarity, and deep institutional knowledge make a real impact on how we serve clients. Thank you, Sneha!”

AI is reshaping tech jobs and the value of software companies. Which side of the inflection point are you on — risk, opportunity, or both? Read our latest perspective. 🔗 hubs.ly/Q0442_XK0

RSUs create two tax events: income at vesting and capital gain/loss on sale. The tricky part? Reporting across forms can make it look like double taxation, but it isn’t. Learn how to report correctly and reduce the risk of costly surprises. 🔗 hubs.ly/Q043K0XY0