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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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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 » 13Nov Jack Petersen: M&A is Vital but Tough Work for Summit Trail Barrons Jack Petersen has three roles at Summit Trail Advisors, and two of them are working out splendidly. As an advisor to the ultrahigh-net-worth set, Petersen is successfully helping his clients navigate 2020’s turbulence. Read More » 09Nov Money coaches: Meet three advisors who serve pro athletes Citywire USA Top advisors explain what makes the athlete niche unique. 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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