This September, Stack Financial Management will be hosting the 2026 Glacier Summit Wealth Conference in Whitefish, Montana. This will be the 10th Glacier Summit – and it’s going to be better than ever! During this exclusive event, more than 240 investors from all over the country will gather for a truly unique experience that is both educational and enjoyable.
Advance early invitations were sent out to SFM clients and the longest-term subscribers of InvesTech Research. While registration capacity for this special 3-day event has already been reached, we are accepting names on a waiting list and look forward to welcoming additional attendees as space becomes available. More importantly, as you’ll note below, we are pulling out all stops to make the major sessions accessible to SFM clients and InvesTech subscribers who are unable to attend.
Event Schedule
Click below to view the schedule for each conference day, also available in PDF format here.
3:00pm – 6:00pm Registration
Grouse Mountain Lodge Lobby
Visit the Stack Financial Management (SFM) Registration Booth to check in and gather your registration materials.
5:00pm – 8:00pm Welcome Reception
Grouse Mountain Lodge
Join the teams of SFM & InvesTech Research for an informal get-together. Enjoy cocktails and heavy hors d’oeuvres, accompanied by live music.
8:00 am – 12:00 pm Additional Registration
Continental Divide Conference Center Foyer
If you are unable to check in at the registration booth in the lobby on Tuesday, visit the Continental Divide Conference Center Foyer on Wednesday morning.
9:00 am – 11:45 pm Morning Presentations
Continental Divide Conference Room
Our array of presentations will begin Wednesday morning.
11:45 pm – 1:00 pm Lunch Break
1:00 pm – 3:30 pm Afternoon Workshops
Continental Divide Conference Room
Workshops will begin after lunch.
9:00 am – 11:45 am Speaker Presentations
Continental Divide Conference Room
Speaker presentations will continue Thursday morning.
11:45 am – 12:45 pm Lunch Break
Break for lunch and then your afternoon is free until the evening events.
5:30 pm – 6:30 pm Cocktail Reception
Socialize with other investors before our conference finale.
6:30 pm – 8:30 pm Gala Dinner & Fireside Chat
Continental Divide Conference Room
Join us for dinner followed by a fireside chat with the CEO of SFM and President of InvesTech Research, James Stack, and special guest speaker, Chief Investment Strategist of CFRA, Sam Stovall.
Friday, September 18, 2026
9:00 am – 4:00 pm SFM & InvesTech Office Visit
625 Wisconsin Ave, Whitefish
Tour the office and meet members of the SFM and InvesTech teams.
Glacier Summit Presentations
Risk-Management – Why Your Financial Survival May Depend On It
Zach Jonson, Annell Danczyk, Joe Laszewski
The Most Valuable Lessons from Over 100 Years of Wall Street History
James Stack, Claire Cantalupo
The SFM Experience – The Power of Concierge Wealth Management
Dillon Manley, Aimee Weller
Glacier National Park, Grizzly Bears, Mountain Goats, and Wolverines
Guest Speaker – Douglas H. Chadwick, Wildlife Biologist & National Geographic Contributor
Zach Jonson, Annell Danczyk, Joe Laszewski
The Most Important Indicators to Watch Today
Claire Cantalupo, InvesTech Research
Using Stock Market History as Virtual Valium
Guest Speaker – Sam Stovall, CFRA
Bulletproofing Your Digital Identity
Andrew Porter
Secrets for Safety-First Wealth Management through Market Extremes
Zach Jonson, Annell Danczyk, Joe Laszewski, Dillon Manley, James Stack
Fireside Chat: Two Market Historians Take a Stroll Down Memory Lane
Join us in the Grouse Mountain Continental Divide room for dinner followed by a fireside chat. Our CIO, Zach Jonson will host a spirited discussion between two legends of Wall Street: CEO of Stack Financial Management and President of InvesTech Research, James Stack, and special guest speaker Sam Stovall, CFRA’s Chief Investment Strategist.
Even if you're unable to attend...
For those who are unable to attend, we will be recording major sessions of this 2026 Glacier Summit Wealth Conference and providing access to these videos to all SFM clients and InvesTech subscribers shortly after the conclusion of our event. No matter the reason, no one will miss these timely market insights and investment strategies!
Meet the Speakers
Get to know the financial experts who will be speaking at the Summit, including James Stack and Sam Stovall.
Experience Whitefish
We have put together some recommendations to help you plan your activities and meals during your visit. Click the link below to view our staff picks!
Sign up for the Waitlist
The 2026 Glacier Summit Wealth Conference is a premium experience valued at $675 per couple or $350 per individual.
While registration is currently at capacity, we encourage you to sign up for the waitlist if you are interested in attending.
The waitlist will be managed on a first-come, first-served basis. While we do anticipate that additional seats may become available as schedules change and cancellations occur, please wait to book travel arrangements until you hear from us.
Travel Information
Airlines
Fly into Kalispell’s Glacier Park International Airport (airport code: FCA) – only 20 minutes from our conference headquarters in Whitefish. Glacier Park International is served by daily flights on Delta, United, Alaska Airlines, and American (seasonal). Please keep in mind that Whitefish is a popular destination, so we strongly encourage you to make your travel reservations as soon as possible after your registration is confirmed!
If you have plans to visit Glacier National Park or tour the surrounding area, you may be interested in renting a car for your trip. If not, shuttle services to and from the airport are available upon request for a fee through Grouse Mountain Lodge.
Conference Location
The conference is located at Grouse Mountain Lodge. Just steps from Whitefish Lake Golf Club, the Lodge offers all the amenities of a full-service resort.
We have reserved a block of rooms at Grouse Mountain Lodge with special lodging rates beginning at $281/night – a substantial discount off the regular room rates. For reservations, contact Glacier Park Collection by Pursuit at (844) 868-7474 and reference our group name “Stack Financial” to receive your special reduced rate (online reservations are not eligible for discount).
For more information on Grouse Mountain Lodge, visit their website at: www.glacierparkcollection.com/lodging/grouse-mountain-lodge/
Address: 2 Fairway Dr, Whitefish, MT 59937
Visiting the Flathead Valley
Whitefish is the gateway to Glacier National Park and the famous Going-to-the-Sun highway. This scenic wilderness area offers spectacular views and unparalleled opportunities for outdoor adventure, making it a destination we highly recommend experiencing in person. Along with Glacier National Park, Whitefish offers a multitude of additional activities to make for a memorable experience. Below are some helpful resources to take a look at what Whitefish has to offer.
Questions?
call Stack Financial Management
at (406) 862-8000
Monday-Friday, 8:30am-5pm (MT)
~ or ~
email sfm@stackfinancialmanagement.com