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    Our Advisors are seasoned professionals, well educated, have access to high quality research and products, are objective and ethical, and hold themselves to the highest of fiduciary standards.  While asset allocation and stock performance are important to our business, relationships are at its core.  We are committed to lasting client relationships founded on trust, understanding and respect.  We will gladly discuss any aspect of your financial life, from funding a child’s education to purchasing a second home to business succession planning.

    When you contact our office, you can expect a prompt response, thoroughly researched answers and insightful guidance on issues that concern you.  We recognize the level of trust our clients place in us, and understand that trust must be earned and re-earned every time we act on your behalf.  Summit Wealth Strategies is an Independent Firm.  Our allegiance is with our client and not with any particular product. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

    Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

     

    Let’s Talk About Reaching My Pinnacle

    Summit Wealth Strategies

    365 Millennium Drive, Suite C
    Crystal Lake, IL 60012
    (815) 455-5050 (phone)
    (866) 222-4948 (toll free)

    Remote Office Location:
    884 Fort Eagle Estates Lane
    Phelps, WI 54554
    (715) 545-2668 (phone)

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