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 them with other members at our semiannual meetings and throughout the year.
Our Mission Statement
The Summit Study Group brings creative, innovative, and dedicated financial services professionals together by sharing resources and educational materials.
Its purpose is to provide mutual support and growth in an educational context, broadening understanding within the financial planning and financial services professions.
Our Meetings
Our next meeting will be held in Providence, Rhode Island, in July 2026.
Semiannual meetings enable Summit Study Group members and guests to learn and share their knowledge and insights about financial, estate, tax, and wealth planning matters. These member-hosted meetings are held in various cities across the United States.
