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Stone Summit Wealth LLC
Stone Summit Wealth is an independent, fee-only fiduciary firm. It provides comprehensive wealth management, investment management, financial planning,...
Overview
Stone Summit Wealth is an independent, fee-only fiduciary firm. It provides comprehensive wealth management, investment management, financial planning, retirement planning, estate planning and trusts, and strategic tax planning. The firm is completely independent from custodians, employee-owned, and compensated directly by clients with no commissions or hidden fees.
General information
Firm type
Multi Family Office
Location
City
Miami, Boca Raton, and Wellington, Florida
Principals
Jason Whitby
MBA, CFA®, CFP®
Jerry Spitzberg
CPA®, CFA®
Jeffrey Greer
CTFA
Anne Dunlavy
CHDM, CASE
Shirley Whitby
CFP®
Frequently asked questions
What investment stages or asset classes does Stone Summit Wealth target?
Stone Summit Wealth does not publicly disclose its asset-class focus or investment-stage preferences. There is no verifiable information on allocations to public equities, private equity, real estate, or other strategies. This lack of disclosure is unusual among registered investment advisors.
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