SUCCESS THROUGH PARTNERSHIP

Summit Trail Advisors is the Networked Family Office - intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic approach. We are a partner-owned and operated firm serving as the outsourced family office and chief investment officer for ultra-high net worth individuals, family offices, and non-profit institutions.

News

See what others have to say about us, as well as reading investment insights from our team and news about new members of our firm.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Summit Trail is engaged, or continues to be engaged, to provide investment advisory services.

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02Aug FAs Weigh In: Easy and Convenient is the New Normal Financial Advisor IQ "‘I don’t think we will go back completely to our pre-Covid behaviors,” according to Summit Trail Advisors’ Jack Petersen. Read More » 12May Rapidly Growing RIA Summit Trail Advisors Continues to Expand in PA with Addition of New Relationship Manager Brady Barnes Business Wire Summit Trail Advisors announced today that Brady Barnes joined the firm as Vice President, Relationship Manager. Mr. Barnes will be based in the Harrisburg, Pennsylvania office. Read More » 16Mar FAs Weigh In: A Good Mentor for Female FAs Must Be Relatable Financial Advisor IQ If one can relate to the stories a mentor shares, that will result in a more meaningful mentor-mentee relationship, says one advisor. Read More »