Summitry

This past weekend, Summitry attended the incredible showing of stunning cars at the 2024 Hillsborough Concours D'Elegance. Our guests and team enjoyed a VIP experience, including an exclusive tour from one of the judges and private access to the Patron Pavilion, which served food and drinks. It was a fantastic day in the sun to enjoy and explore the world of luxury automobiles. A huge thanks to Alex Katz and Ann Luong for organizing such an incredible event.

Congratulations to Tyler Patterson on his one-year milestone with Summitry! This is what his manager, Emily, had to say: "Tyler has become such an excellent and valued addition to Summitry; it’s exciting to be celebrating his first anniversary! Since day one, Tyler’s drive and determination have shone through in both the undivided attention and care he gives to clients, as well as the reflective and solution-oriented mindset with which he approaches conversations with his teammates. Inside of his first year, Tyler has contributed measurably to the financial health and happiness of his clients, as well as to the culture and goals of the firm. We feel lucky to have him on the team and are eager to see what the future holds for him. Congratulations, Tyler!"

Unlock the power of tax-free retirement savings! Dive into our latest blog to master Roth IRA limits and conversion strategies, ensuring your financial future is as bright as possible. Click the link to learn more: https://lnkd.in/gFASqVFW 🌟💸 #RetirementPlanning #RothIRA #FinancialFreedom

In the realm of financial planning, balancing wealth preservation with charitable giving can be a challenging yet rewarding endeavor. Charitable Remainder Trusts (CRTs) offer a strategic solution, enabling individuals to diversify their portfolios, reduce tax burdens, and support their philanthropic goals. In this article, we explore how CRTs can be an integral part of your financial strategy, unlocking opportunities for both personal gain and meaningful contributions to the causes you care about. Read more here: https://hubs.li/Q02BYpGx0

🛠️ Ready for a career change? Discover actionable steps to navigate your job transition smoothly and confidently. From updating your resume to networking tips, this blog has got you covered! 🌟 Check out the full guide here: https://hubs.li/Q02BM3Q_0

🌟 Welcome to the team, Camille Golub (C.C.)! 🌟 We are excited to introduce our newest intern, C.C., who is a rising junior at Washington and Lee University, double majoring in Cognitive and Behavioral Sciences and Business Administration. A fun fact about C.C. is that she is a huge fan of Formula 1 and watches every race. C.C., we cannot wait to see all the amazing things you will accomplish during your time with us. Here's to a wonderful summer together! 🌟 hashtag#WelcomeC.C. hashtag#NewMember hashtag#SummerIntern

Many people have a magic number in their heads on when the optimal point would be to retire. “I need $5M / $10M / $15M.” But the reality is there is no “magic number”. Read more to discover six strategies for success when it comes to early retirement planning: https://hubs.li/Q02B0BWv0

We’re hiring! Join Summitry, a leading Bay Area wealth management firm, as a Business Development Associate. Come join our team as a contributing member to our sales engine, helping families financially thrive in the Bay Area. If you have a desire to build a sales career in the financial services industry, have experience in sales support/administrative roles, and share our values of CARE, GROW, and DRIVE, apply now at https://hubs.li/Q02zvW0R0.

🌟 What an incredible Speaker Series event we hosted with the talented Matthew Luhn as our featured guest and moderated by Alex Katz! 🎤✨ From sharing his insights on storytelling to inspiring our audience with his journey in the entertainment industry, Matthew Luhn truly captivated everyone with his passion and wisdom. 📚🎬 Thank you to everyone who joined us for this unforgettable evening of learning and inspiration. Stay tuned for more amazing events coming your way! 🌟🙌 

🌟 What an incredible Speaker Series event we hosted with the talented Matthew Luhn as our featured guest and moderated by Alex Katz! 🎤✨ From sharing his insights on storytelling to inspiring our audience with his journey in the entertainment industry, Matthew Luhn truly captivated everyone with his passion and wisdom. 📚🎬 Thank you to everyone who joined us for this unforgettable evening of learning and inspiration. Stay tuned for more amazing events coming your way! 🌟🙌