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 - TBD
Annual Winter Meeting. This year’s host: Duncan Wilson Partner, Financial Planner, J.D. – Sterling Financial Group
August 2024
Philadelphia, Pennsylvania
Philadelphia, Pennsylvania
August 2024 - TBD Annual Summer Meeting. This year’s host: Ben Zajac, Chief People Person of Zajac Group
Interested in sponsoring an event?
