Summitry Expands California Reach with Vantage Wealth Acquisition

Summitry, a wealth management and financial planning firm based in the Bay Area, has officially acquired Pasadena-based Vantage Wealth. This strategic acquisition marks a significant expansion of Summitry's operations, particularly strengthening its presence in Southern California.

Vantage Wealth, established in 1993 by co-founders Robert Osher and James Van de Voorde, currently oversees $721 million in assets under management (AUM). The firm specializes in delivering personalized investment guidance and comprehensive financial planning tailored for families.

Vantage Wealth’s Focus on Multi-Generational Planning

Vantage Wealth maintains a long-term commitment to multi-generational wealth management for its clientele. The firm emphasizes providing advice that supports clients through every phase of their financial lives.

Colin Higgins, Chief Executive Officer of Summitry, expressed enthusiasm regarding the merger. He noted that both firms share closely aligned values and vision regarding operational strategy.

"Vantage Wealth has built its reputation by combining sophisticated financial expertise with deeply personal advice, ensuring every client feels confident, informed and supported at every stage of their financial journey," Higgins stated. "Our firms are very much aligned in terms of our values, vision and how we operate, which is why we are so excited to join forces with the Vantage team to build upon their incredible success in the Southern California market."

Summitry’s Background and Service Offerings

Summitry itself was founded in 2003 by Michael Golub and currently manages $3.4 billion in AUM. The firm focuses on delivering personalized investment strategies and financial planning services.

The services offered by Summitry include access to institutional-grade investing, comprehensive retirement planning, estate and trust services, and equity compensation advice.

It is notable that Summitry became part of Aspen Standard Wealth in November 2024. Aspen Standard Wealth functions as a permanent home and long-term strategic partner for successful Registered Investment Advisors (RIAs).

Shared Vision for Future Client Services

James Van de Voorde, co-founder and president of Vantage Wealth, highlighted the continuity of their client commitment post-acquisition. He emphasized that the merger will enhance their ability to serve clients holistically.

"At Vantage, we are committed to partnering with our clients for the long term and providing truly holistic wealth management services for generations to come," Van de Voorde commented. "By coming together with Summitry, we are able to fulfill that promise, and I’m very much looking forward to working with the Summitry team and expanding the suite of services and solutions we provide our clients."