Leadership in the Wealth Planning Community

Who We Are

The Summit Study Group was formed in 2005 for the purpose of bringing together some of the top business and personal financial advisors from across the country to share their individual expertise. The objective is to achieve an even higher level of personal growth and professional development. We currently have fourteen members, all of whom are top professionals in their respective field of expertise, and each with several years of experience. A prospective member is carefully screened before he or she is invited to join the study group. They are on a provisional basis for the first year.

Carefully selected guests are invited to speak before the group at our summer and winter meetings. Every meeting is evaluated as to content and benefit to the group and input is given to the host of the next meeting. As a result, each member has benefited in personal and professional development, with the ultimate benefit to the community and clients they serve.