Who we are
Who we are
Summit Trail Advisors is an independent fiduciary designed and built for clients whose complex financial needs have outgrown traditional wealth management. Now a select network of clients, business partners, and colleagues collaborating on better ideas and solutions, we have the scale to leverage best practices and negotiate management fees on behalf of our clients, while still creating highly personalized solutions. We guide generational wealth, so you can move on to the bigger questions.
Our Core Values are Partnership, Integrity, Excellence, and Passion
Our Core Values are Partnership, Integrity, Excellence, and Passion
These values are expressed in our complete dedication to our clients. We designed our firm to benefit our clients and their interests continue to come first.
Our Team
We cultivate a diversity of backgrounds, experiences, perspectives, and identities, and ensure fair treatment in an environment that welcomes, respects, and values everyone. Summit Trail supports our local communities through philanthropy and volunteerism.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Summit Trail is engaged, or continues to be engaged, to provide investment advisory services.