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Summitry

Overview:

We’re a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We help grow and protect your wealth so you can pursue your best Bay Area life.

They say that if you want the best insider knowledge about a place, ask a local. We believe the same applies to financial advice.

Summitry is the achievement of new heights, with aid and security provided by us as a partner. It is the process we follow, as the partner to our clients, to understand the unique Bay Area terrain, to plan the route to the top and to work alongside them as they make the climb.

Summitry also implies a “symmetry” between ourselves and our clients, because we make this climb together, and we each have our roles. Our job, in a nutshell, is to bring people together to help them reach their goals and achieve new heights.

Vision:

We live here because we all enjoy what the Bay Area has to offer. We also know that it’s increasingly hard to maintain a balance between work and life in this fast-paced environment. Add financial uncertainty into this equation, and we’re often left with an unsettled feeling about the future.

We envision a more financially secure and empowered Bay Area community. To realize this, we’ve designed a suite of services that give our clients clarity of goal, purpose, and intention, translating it all into a plan of action grounded in sound financial decision-making. We feel rewarded when we can see our clients gain the confidence they need to pursue their ambitions. To live their best Bay Area lives.

Formerly known as: The Golub Group

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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