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  • Summit Wealth Strategies
    365 Millennium Dr Ste C Crystal Lake, IL 60012-3747 T: 815.455.5050
    Map and Directions Map and Directions
  • 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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Where medicare falls short
Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
Is an owner-only 401(k) right for you?
How to determine if this unique retirement vehicle makes sense.
Business Ownership
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A subterranean spectacle and fantastical travel destination
Experience an otherworldly adventure deep beneath Poland.
Family & Lifestyle
Biohacking: Optimize your body and brain to live better
Engineer your ultimate life with high- and low-tech solutions.
Technology & Innovation
7 ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity
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How do SBLs stack up to student loans?
You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle
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Don't sleep on these nighttime spectacles and experiences
From total eclipses to swirling auroras, a world of magic awaits behind our dark skies.
Family & Lifestyle
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Pay perks: What we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
Business Ownership
Fed's big interest rate moves spur markets
8/1/2022
It is likely that we are past peak inflation and the largest interest rate increases are behind us.
Markets & Investing
Markets focused on the pace of interest rate hikes
7/27/2022
The Fed vows vigilance against inflation after another 75 basis point rate increase.
Markets & Investing
The wealth transfer: financial literacy and family values
Build a foundation for financial values long before any money changes hands.
Family & Lifestyle

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  • 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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