Leadership in the Wealth Planning Community




Who We Are

Summit Study Group members bring a broad diversity of resources, perspectives and experiences to our clients and have the opportunity to share with other members when we meet semi-annually and throughout the year.

 “We help bring about a different level of leadership that we feel is much needed in the wealth planning community.”

 Learn more about our members.


Our Mission Statement

The Summit Study Group binds creative, innovative and dedicated financial service professionals together by sharing resources and educational materials.  Its purpose is to provide mutual support and growth in an educational context to broaden understanding within the financial planning and financial services professions.


Our Meetings


  Our next meeting is in Estero Florida — January 15, 16 and 17, 2020

  Estero Florida


Semi-annual meetings allow the Summit Study Group members and guests to learn and share their knowledge and insights about financial and wealth planning matters. These member-hosted meetings are held in various cities across the United States. 


 July 2020 — Seattle Washington

 January 2021 — Birmingham Alabama

 July 2021 — Columbus Ohio

 January 2022 — Raleigh North Carolina