Nightingale Financial Advisory

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.

Mercer Advisors is a full-service wealth management firm based in San Mateo, CA, offering comprehensive financial planning and investment strategies, proactive tax planning, retirement planning, estate planning, and corporate trustee services. With extensive expertise and a powerful combination of resources, Mercer Advisors, together with Dragon Financial Group, provides clients with a robust offering to help them manage their wealth and find their path to economic freedom.Generated from the website