Skip to content
Summit Wealth Strategies LogoSummit Wealth Strategies Logo
  • Home
  • Our Team
    • Our Team
    • Matthew E. Lemke
    • Erik R. Gullickson
    • Lauren Kinnare
    • What Makes Us Different
    • About Raymond James
  • Our Services
    • Our Services
    • Our Process
    • Business Planning
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Retirees
    • Women Investors
  • Resources
    • Resources
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Belvidere, IL-8EN01
    8195 Pyott Rd. Lake in the Hills, IL 60156
    Map and Directions Map and Directions
  • Phelp, WI 8EN02
    884 Fort Eagle Estates Ln Phelps, WI 54554-9318
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Financial Planning
    • Goal Planning
  • Media
    • Article
    • Video
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Watch Video
Read
Your guide to marriage and money
Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.
Family & Lifestyle
7 ways to boost your savings
Discover smart options to grow your savings.
Retirement & Longevity

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

Summit Wealth Strategies LogoSummit Wealth Strategies Logo
  • 8195 Pyott Rd. Lake in the Hills, IL 60156
  • 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use