A Study Group for Financial Advisors
“An investment in knowledge pays the best interest.” – Benjamin Franklin
Twice a year, Cornerstone Study Group members embark on a 3-day retreat to challenge their understanding of business, legacy, innovation, relationships, family and other topics in their quest towards continued professional and personal growth. The group was modeled after and supported by the infamous Pinnacle Study Group
Duncan Wilson will be hosting our 9th Annual Winter Meeting in Queen City!
Assets Under Management
Total investment assets managed by Cornerstone Study Group Members
1.5 per member
Years of Experience
14 per member average
Each market offers its own unique opportunities and clientele. Our members share their client relationships and examine how regional differences can teach us how to enhance the client experience.