Founded in 2003 as Furukawa & Associates and rebranded to Summitry in 2018, the company operates as a fee-only, fiduciary wealth management firm. Its mission is to be a trusted partner in helping clients achieve their financial goals through a combination of comprehensive financial planning and a disciplined, evidence-based investment philosophy. Summitry serves individuals, families, and foundations, focusing on long-term financial success and security.

Founded in

United States