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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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Impress your clients and team with a virtual wine tasting
Pop the cork and celebrate a successful year with your employees or loyal customers.
Business Ownership
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
Read
Read
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Review retirement plan contribution limits for 2023
Consider using tax-advantaged accounts to help lower your tax bill.
Retirement & Longevity
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Listen
The destructive, 10-figure industry that’s still expanding
The FBI reported last year's potential cybercrime losses at nearly $7 billion – and Chief IT Security Officer Todd Ferguson believes that to be an underestimation.
Technology & Innovation
Read
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Read
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020 or 2021 will not face withdrawal penalties until 2023.
Retirement & Longevity
Social Security increases benefits by 8.7% for 2023
The cost of living adjustment represents the largest increase in 40 years.
Retirement & Longevity
Making the most of Medicare's open enrollment period
Open enrollment extends from Oct. 15 to Dec. 7. Ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
Webinar replay - Quarterly Coordinates: A Time for Finesse
10/10/2022
Raymond James Chief Investment Officer Larry Adam discusses a nuanced approach to the markets, featuring finesse and a strong sense of the field position of the economy.
Markets & Investing

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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