Raymond James offers full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers.

    Asset Management Services – Personal asset management of individual portfolios by professional asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of investments for and the subsequent monitoring of client portfolios.

    Eagle Asset Management – Eagle Asset Management provides institutional and individual investors with a broad array of separately managed account and mutual fund products designed to meet long-term goals. Founded in 1976, Eagle was built on the cornerstones of intelligence, experience and conviction that we believe clients expect from their investment managers.

    Eagle Boston Investment Management – Eagle Boston Investment Management – specializes in small-capitalization investment management and currently manages in excess of $700 million for institutions and high-net-worth individuals.  Organized in April 1992, Eagle Boston is a wholly owned subsidiary of Eagle Asset Management.

    Freedom Account – The Raymond James Freedom Account makes choosing your portfolio strategy easy. Our comprehensive, four-step process helps match your unique goals and risk tolerance with an asset allocation model that’s right for you – from capital preservation to asset growth.

    Eagle Asset Management is a subsidiary of Raymond James Financial. Small cap investing involves greater risks and is not suitable for all investors.

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    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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