Summitry

Congratulations to Joe Martin, Financial Behavior Specialist®(FBS®) on his twenty-year milestone with Summitry! This is what the CEO, Colin, had to say: "Joe is the heart and soul of this firm. As Summitry's Chief Client Experience Officer (CXO), he ensures that we live out our purpose of building meaningful relationships with clients, colleagues and the Bay Area community. I've known Joe since we were 'kids in this industry' and am so thankful for him being a friend, leader and partner! Congratulations on twenty years, Mr. Martin!!"

🎸🚗 Welcome to the team, Jack Stannard! 🎉 Let's give a big shoutout to our newest member who brings some awesome fun facts to the table. Did you know Jack is a guitar enthusiast, especially when it comes to classic rock? 🎶 Rock on, Jack! He's driven across the country not once, but twice in the past year! 🚙💨 Now that's some serious road trip dedication. We can't wait to jam out and hit the road with you, Jack! Welcome aboard! 🎉🎸🚗 #WelcomeJack #NewTeamMember #GuitarHero #RoadTripKing

📣 Exciting News! Our CEO, Colin Higgins, was recently featured on InvestmentNews! This piece dives into "Building Client Relationships Amid Boom-Bust Culture." 🌟 Discover strategies for maintaining strong client connections through market ups and downs, as shared by industry professionals. Read the full article here: https://hubs.li/Q02KrTd00 #ClientRelationships #InvestmentNews #FinancialAdvisory #MarketInsights #BoomBust

Congratulations to Kurt Hoefer, CFA on his twenty-year milestone with Summitry! This is what CEO, Colin, had to say: "We set out twenty years ago to create a firm that was 'special and great' built upon a foundation of deep meaningful relationships with our clients and colleagues. Kurt has been instrumental in not only building the foundation but strengthening it. Congratulations on twenty years! Here's to an even brighter future!"

🚀 Ready to take your company public? Check out our latest blog post on "Navigating the IPO Journey"! 📈 From preparing your team to understanding the regulatory landscape, we cover it all. Dive in and get the insights you need to make your IPO a success! 🌟 Read more here: https://hubs.li/Q02JvMx60 #IPO

Exciting news! Summitry has been named one of FA Magazine's 2024 America's Top RIA's 🎉🌟 We are thrilled to be recognized for our commitment to excellence in financial planning and wealth management. Thank you to our amazing team and clients for making this possible! To learn more, click here: https://hubs.li/Q02J0slq0 #Summitry #TopRIA #FinancialPlanning #WealthManagement #FAmagazine

Congratulations to Colin Higgins on his twenty-year milestone with Summitry! Joe, Summitry's Chief Client Experience Officer, says, "I have known and worked with Colin for 26 years (20 at Summitry), longer than I’ve known and been married to my wife. Colin is one of the most loyal, competent, caring, rigorous, and disciplined people I know and have had the pleasure to partner with over the years serving our team and clients. When it comes to stewarding our business to take care of clients and team, his dedication, ability, and capacity to come through for others in special and valuable ways define who he is as a person and professional. I look forward to partnering with him for another 26 years."

Congratulations to Carissa Yen, FPQP®, for being this quarter's RAVE award winner! RAVE is a Summitry award that stands for Recognizing Achievement, Value and Effort, and is voted by peers to acknowledge and appreciate teammates for their excellent work in going above and beyond. This is a quote from one of Carissa's teammates, "Carissa is at the foundation of many of the firm's most challenging plan builds, complex client relationships, and biggest firm changes. Her expertise, drive for excellence, and dedication to doing things right is visible in every area of her work. She is invaluable and has continued to provide that same level of excellence this last quarter while having more responsibilities than she has historically ever had. Thank you!” Way to go, Carissa!

🌟 Are you looking to secure a lasting legacy for your family's future? 🌟 Explore essential strategies for preserving wealth and values across generations, and discover key insights to help you build a strong foundation for your family's financial future. Don't miss out on this valuable information - check out our blog now! https://hubs.li/Q02GqnKm0 💰👨👩👧👦 #legacy #family #wealthpreservation #generationalwealth #financialplanning

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.