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  • Summit Wealth Strategies
    365 Millennium Dr Ste C Crystal Lake, IL 60012-3747 T: 815.455.5050
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  • Belvidere, IL-8EN01
    175 Cadillac Ct Ste 1 Belvidere, IL 61008-1729
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  • Phelp, WI 8EN02
    884 Fort Eagle Estates Ln Phelps, WI 54554-9318
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In the 1920s, hemlines were thought to predict the economy
Throughout history, select economists have used creative forecasting methods to predict booms and busts.
Family and Lifestyle
Technology makes it easier (and safer) to age in place
Digital advances may help your loved ones remain in their home while retaining a higher level of independence.
Retirement & Longevity
Read
Read
The vital role of self-advocacy in healthcare
Get off the sidelines when it comes to protecting your greatest asset: your health.
Family & Lifestyle
The wealth transfer: financial literacy and family values
Build a foundation for financial values long before any money changes hands.
Family & Lifestyle
Inflation heat wave is about to break
7/18/2022
With temperatures and inflation fears at record highs, CIO Larry Adam believes the pain will soon start to ease.
Markets & Investing
Read
Why the "no debt" approach isn't optimal for every investor
Your portfolio can be the key to managing cash and maintaining flexibility.
Markets & Investing
Read
Making a career pivot
Need to change jobs? Read five tips to help you redesign your work life.
Family & Lifestyle
Watch Webinar
Webinar replay - Deciphering the market's difficult message
7/11/2022
Borrowing ancient wisdom to crack the code of the economy's future.
Markets & Investing
An empty nest could mean a fuller wallet
When children leave home, you may have extra resources to invest in yourself.
Family & Lifestyle

Are you ready? Let’s uncover the possibility of working together.

  • 365 Millennium Dr Ste C Crystal Lake, IL 60012-3747
  • 815.455.5050
  • Map & Directions
  • Map & Directions
  • 175 Cadillac Ct Ste 1 Belvidere, IL 61008-1729
  • Map & Directions
  • Map & Directions
  • 884 Fort Eagle Estates Ln Phelps, WI 54554-9318
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Summit Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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