Human Capital

Hannah Wealth Management offers financial planning and consulting in Oakland, CA. Services and products include investment management, retirement strategies, estate conservation and insurance and annuity products. Gregory J. Hannah is licensed to sell insurance products in the state of California.

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.