Our current (and prospective) clients are individuals; nor corporations, foundations, endowments or other institutions. They are real people trying to accomplish their personal financial goals. Those goals include retirement, minimizing taxes, charitable endeavors et al.

We are designed to serve the emerging affluent; generally well-educated, hard-working, higher income professionals, entrepreneurs and business owners. They are often 30-55 years old and (here is the critical part) LIVE/WORK IN THE SAN FRANCISCO BAY AREA. Many of our current/ideal clients work for Google, Facebook, Visa, Oracle, Genentech, Gilead Sciences etc and the many start-up and tech-telecom-socialmedia-biotech firms in the area.

Most of our clients don't look like they have significant income or assets. They likely attended an elite university, got a job as a product developer, software designer or electrical engineer...now they are established, likely married and something great happened. It was likely that they were a middle rung employee at a great company (and stock options) or an early employee of a start-up that was eventually acquired or went public (with an equity stake). They are likely in sales management, product development or managing a small team. They are NOT the CEO, CFO or anyone else in the company who wears a suit/tie.

We do not want hundreds of accounts with anyone in the US with a checkbook. Rather, we are looking attract 20-24 new client relationships per year. Successful (but not high profile) individuals and couples who live in the San Francisco Bay who are great at "something", its just not financial planning, managing assets or tax/legal issues. They want advice, they want it coordinated and they want to work with someone over time. They don't want a "big company" or lots of razzle-dazzle salesmanship. They want personal/local/independent/reliable help so they can focus on their other interests...but at the same time know that they are in good hands and doing the best they can for themselves and their family.

Summit Financial Advisors, LLC

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