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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.

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23Mar No CEO? No problem. Barron's Advisor Decisions might come more slowly, but consensus building creates a stronger company, says Jack Petersen of Summit Trail Advisors. Read More » 15Mar Barron's 2021 Top 1,200 Advisors by State Barron's "America’s Top 1,200 Financial Advisors” was originally published by Barron’s on March 13, 2020 and March 12, 2021, respectively. Barron's is a registered trademark of Dow Jones & Company, L.P. Neither Summit Trail Advisors, LLC (“STA”) nor any other participating advisors paid a fee to be eligible for the ranking. STA is not affiliated with Barron’s. STA believes that the surveys used in the preparation of the rankings were structured to make it equally easy for a participant to provide favorable and unfavorable responses, and were not designed or prepared to produce any predetermined result. A more complete description of the methodology and related disclosures are available here: https://www.summittrail.com/documents/FG/summittrail/public/610628_STA_Barrons_Top_1200_Disclosure.pdf Read More » 04Dec Summit Trail Advisors Opens Harrisburg Office Pennsylvania Business Report Summit Trail Advisors, an investment-focused independent wealth management firm, will hold the ribbon-cutting ceremony for its Harrisburg office on Wednesday. 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

1 Market Street
Spear Tower
36th Floor
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

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