A Study Group for Financial Advisors

Est. 2016

“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

Upcoming Meeting

Charlotte, NC

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

(July 2023)

Professional Designations

1.5 per member

(July 2023)

Years of Experience

14 per member average

Different Locations

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.

Upcoming Events

February 2024

Charlotte, NC

Charlotte, NC

February, 2024

February 2024 - TBD
Annual Winter Meeting. This year’s host: Duncan Wilson Partner, Financial Planner, J.D. – Sterling Financial Group

Interested in sponsoring an event?

Get In Touch