All things financial. With frankness and a little bit of indignation.
Our philosophy is that the people we serve deserve our very best. Our best means taking you from where you are, discovering what your dreams and goals are, and then helping you build a solid foundation for your investment needs. On that foundation we work to build upward for you, your family, your ideals. While the work we do is complex, our motivation is quite simple: we want to help you. That is the foundation we, as a team and individually, build on every single day. The joy of seeing you and your family prosper from generation to generation, as well as the businesses we help grow so they can put more people to work is what drives us.
Main office:
365 Millennium Drive, Suite C, Crystal Lake, IL 60012 815-455-5050
We offer a Remote Meeting Location: 884 Fort Eagle Estates Lane, Phelps, Wisconsin 54554. (715) 545-2668.
Our Staff: Matt Lemke, Financial Advisor, Branch Manager; Erik Gullickson, Financial Advisor; Kristi Gibson , Registered Representative; Penny Burke, Office Manager.
Important Disclosure Information: http://raymondjames.com/smicd.htm
Summit Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
