A Personal Relationship

We enjoy long-term client relationships that are mutually rewarding. You will have a 1-on-1 direct contact with your dedicated advisor on a first name basis. No call centers or revolving door of advisors. Your portfolio is customized to meet your circumstances and goals.

Tailored Financial Advice

We’re committed to empowering you, and helping you to accomplish your personal and financial goals. When you succeed, so do we. We take the time to listen, to understand and only then provide meaningful and easy to understand advice.

Jason Whitby, MBA, CFA®, CFP®

Jason Whitby, MBA, CFA®, CFP®, provides financial planning and investment management for high net-worth clients.

Jason’s 20 years of experience in the financial services industry encompasses working directly with clients providing wholistic financial advice including retirement planning, tax planning and estate planning as well as providing portfolio management and most recently being the Chief Investment Officer for one of the largest Registered Investment Advisory Firms in Florida. Prior to his financial services career, Jason was employed in the semi-conductor industry working in engineering, sales, and finance.

Jason has a Bachelor’s Degree in Chemical Engineering from Purdue University and an MBA from Santa Clara University with a concentration in Finance. Additionally, he is a CHARTERED FINANCIAL ANALYST (CFA®) as well as a CERTIFIED FINANCIAL PLANNING (CFP®) practitioner.

Jason has been widely published and quoted in the media including: The Wall Street Journal, Investopedia.com, Morningstar, The Miami Herald, The Sun-Sentinel, Smart Money, Yahoo! Finance, The Globe and Mail as well as Seeking Alpha. He has been an expert contributor to Life Turner® by AARP, and many other financial publications. In 2023, Jason was recognized by Worth as a Leading Advisor.

Jason and his family live in Miami, FL where they love spending time on the water and walking Samantha, their red teacup poodle.

Jerry Spitzberg, CPA®, CFA®

Jerry Spitzberg, CPA®, CFA®, provides financial planning and portfolio management to high net-worth individuals and families around the globe. With over 25 years of industry experience, Jerry’s main objective is to help his clients navigate their financial decisions through all stages of life. Through decades of serving a diverse client base, Jerry takes pride in his ability to provide detailed guidance in a wide array of financial needs.

Prior to co-founding Stone Summit Wealth, Jerry was a founding partner of a Registered Investment Advisory (RIA) firm in South Florida in 1996. His duties included, but were not limited to lead portfolio manager as well as serving as a Financial Advisor for many of the firm’s clients. Jerry graduated from Florida Atlantic University obtaining two bachelor’s degrees in Business; one in Finance and the other in Accounting. Additionally, he is a CHARTERED FINANCIAL ANALYST (CFA®) as well as a CERTIFIED PUBLIC ACCOUNTANT (CPA®).

Jerry, his wife Royanne, and their dog Nikki live in Delray Beach, Florida. They have two kids. A son working and living in Boca Raton and a daughter studying at University of Florida. Jerry leads an active lifestyle playing tennis, riding his bike and enjoying rounds of golf. In time away from the office, Jerry and his wife enjoy traveling throughout Europe.

Jeffrey Greer, CTFA

Jeffrey Greer, CTFA, is a Financial Advisor at Stone Summit Wealth. With over 20 years of industry experience, Jeff’s main objective is to help his clients navigate their financial decisions through all stages of life. Jeff’s local focus is on the Wellington equestrian community, where he has created the Blue Ribbon Group at Stone Summit Wealth.

Prior to joining Stone Summit Wealth as a Managing Director, Jeff worked at a Registered Investment Advisory (RIA) firm in South Florida for eight years. He also worked for ten years at a Palm Beach-based trust company. Jeff graduated from St. Andrew’s School in Boca Raton and Brown University where he concentrated in English & American Literature. Additionally, he is a Certified Trust & Fiduciary Advisor, and holds the FINRA Series 65 license.

Jeff and his wife Stacey live in Wellington, Florida. Jeff leads an active lifestyle, playing tennis and golf and focusing on fitness. He and his wife are founding members of the Wanderers Club in Wellington.