Stone Summit Wealth LLC

Jeremiah Spitzberg is a CFA® charterholder with 26 years of industry experience. He has worked at Stone Point Wealth since 2021 and previously spent 22 years at Noesis Capital Management. He holds a Series 63 license and is based in Miami, FL. Stone Summit Wealth LLC provides portfolio management and fiduciary retirement advice to individual and high-net-worth clients, using individualized Investment Policy Statements to guide discretionary portfolio decisions. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading approach across diverse asset classes, including private placements and venture capital funds.

Jeffrey Greer is a financial advisor at Stone Summit Wealth LLC in Miami, FL, holding a Series 65 designation with 20 years of industry experience. He previously worked at Noesis Capital Management for eight years before joining Stone Point Wealth. Stone Summit Wealth LLC provides portfolio management and fiduciary retirement advice to individual and high-net-worth clients, utilizing a range of analytical methods and a long-term trading approach across diverse asset classes. The firm manages approximately $443.6 million in assets and offers access to private placements, venture capital investments, and commodity strategies.

Alan Whitby is a CFP® and CFA® with 18 years of industry experience. He has worked at Stone Point Wealth since 2021 and previously spent over a decade at Investor Solutions. Whitby is based in Miami, FL. Stone Summit Wealth LLC provides fiduciary retirement advice and portfolio management to individual and high-net-worth clients, employing a combination of fundamental, quantitative, and technical analysis. The firm manages a diverse range of investments and offers access to private placements and venture capital funds.