Stone Summit Wealth LLC
Multi family office in Miami, Boca Raton, and Wellington, United States.
Identity
- HEADQUARTERS
- Miami, Boca Raton, and Wellington, United States
Overview
Headquartered in Miami, Boca Raton, and Wellington, United States, the firm is listed as a multi family office. 5 people are named on its team.
People
- Jason WhitbyMBA, CFA®, CFP® · source
- Jerry SpitzbergCPA®, CFA® · source
- Jeffrey GreerCTFA · source
- Anne DunlavyCHDM, CASE · source
- Shirley WhitbyCFP® · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Stone Summit Wealth LLC is a multi family office based in Miami, Boca Raton, and Wellington, the United States.
Stone Summit Wealth LLC does not publicly state whether it invests directly or through funds.
Key people at Stone Summit Wealth LLC include Jason Whitby (MBA, CFA®, CFP®), Jerry Spitzberg (CPA®, CFA®), Jeffrey Greer (CTFA) and Anne Dunlavy (CHDM, CASE).