• Our Approach to Investing
  • Family Office Services
  • Investment Alliance
  • Who We Are
  • News
  • Contact Us
  • LOGIN

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.

View All

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 »

NEW YORK

2 Grand Central Tower
140 East 45th Street
28th Floor
New York, NY 10017

212 812 7010

212 812 7011

CHICAGO

353 North Clark Street
27th Floor
Chicago, IL 60654

312 660 1250

312 660 1262

SAN FRANCISCO

201 Mission Street
Suite 1200
San Francisco, CA 94105

415 604 5225

415 604 5239

BOSTON

90 Canal Street
4th Floor
Boston, MA 02114

617 951 4415

SEATTLE

1420 Fifth Avenue
Suite 2219
Seattle, WA 98101

206 636 1820

206 636 1822

HARRISBURG

108 Locust Street
Harrisburg, PA 17101

717 941 1230

717 941 1244

  • Privacy Policy
  • Cookie Policy
  • Important Disclosure
  • ADV PART 2A
  • Form CRS
© Copyright 2022 Summit Trail Advisors. All rights reserved.
  • Our Approach to Investing
  • Family Office Services
  • Who We Are
  • News
  • Contact Us
  • LOGIN