Summitry is a Bay Area Investment advisor firm and 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. Founded in 2003, the firm has more than $2.8 billion in AUM (as of 11/01/2024), a size large enough to possess highly sophisticated systems, to have access to a wide range of institutional research tools and services, and to employ the highest-caliber professional talent, while maintaining the culture and personalized approach of a boutique investment firm. Summitry offers a range of services, including personalized financial advisor bay area, retirement planning, and wealth management bay area services.
Broker for: Life Insurance, Health Insurance (Individual and Small Group), Medicare Supplement and Advantage Plans, Long Term Care Insurance, Disability Insurance
The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Pasadena is here for you, serving the city of Pasadena and the surrounding areas. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Derive Wealth was founded with a simple mission: to provide 100% honest financial & investment advice. Working with a Financial Advisor can be a nerve wrecking experience. Discussing your investing and personal finance goals can often lead to a vulnerable feeling. Derive Wealth is designed to ease your fears by providing access to an independent and fee only Certified Financial Planner. Our business model is unique. We don't sell products and don't work on commissions. Our only "product" is creating personal financial plans that help organize and simplify your life. Each financial plan we create covers 5 key areas: income taxes, cash flow, personal goals, investments, and risk management. We pride ourselves in being fully transparent with the recommendations we give and the fees you pay. Our flat fee pricing structure is based on the complexity of your situation, not the amount of money you have. Check out our website to obtain an instant quote. We encourage you to come experience how refreshing financial planning done right feels.
Our credit repair business offers personalized services tailored to each client's unique needs, ensuring effective and targeted strategies. With an experienced team and a commitment to transparency, we provide regular updates and clear explanations throughout the process. Beyond credit repair, we offer financial education to help you maintain a healthy credit score long-term. Trust us to be your supportive partner in achieving financial stability.
