The advisors at Summit Wealth Strategies offer a comprehensive range of products and services to help meet our clients’ financial planning and wealth management needs including:

    • Creating investment portfolios with acceptable ratios of risk to reward
    • Mitigating tax liabilities
    • Optimizing corporate benefits
    • Providing for business successions
    • Supporting charitable organizations
    • Being prepared for the unexpected, such and illness or disability
    • Equities
    • Asset management
    • Mutual Funds
    • Annuities & Insurance
    • Fixed Income
    • Unit Investment Trusts
    • Options
    • Alternative Investments
    • Structured Products
    • Closed-End Funds
    • Exchange-Traded Funds
    • Syndicate Services
    • Institutional Services

    Our recommendations are soundly based on industry-leading market research and analyses from nationally recognized professionals.  We use state-of-the-art investment technology to design and manage our clients’ accounts.  By applying the latest financial planning software, we can prepare a variety of different market scenarios to help frame our recommendations.  Our technology also facilitates clear, concise reporting that enables clients to readily track and evaluate the progress of their investments.

    In addition, our longevity in the industry has enabled us to create a wide array of business relationships.  This extensive professional network gives us valuable insights into money management resources, products and services for our clients.  We invite you to learn more about the services we offer by accessing the links below:

    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