BUSINESS

    From owner and employee retirement plans, insurance options, benefit plans, valuation analyses to exit strategies we can help.

    CREDIT & LENDING

    Leverage your assets with lending solutions such as margin, securities based lending, corporate & real estate banking.

    LEGACY & ESTATE PLANNING

    Comprehensive estate and/or trust planning strategies that reflect your overall goals and objectives always mindful of tax changes and the current economic landscape.

    INDIVIDUAL RETIREMENT

    401(k) and IRA options, concentrated equity strategies, long term care and life insurance, annuities, RMDs, social security options and withdrawal strategies.

    ADVISORY & CASH MANAGEMENT

    Fee based accounts, managed accounts, 24/7 online investor access, bill pay, checking and debit cards, cash sweeps, high net worth solutions.

    INVESTMENTS & SERVICES

    Our clients benefit from a wide range of investment options and services for your retirement, education and financial security goals.

    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)

    Email Us