Uncover Financial Wisdom: Discoveries From Craig Schelske

Tabitha Blick 07 Aug 2025

Craig Schelske is the CEO and founder of Schelske Wealth Management, a financial advisory firm based in St. Louis, Missouri.

Schelske is a Certified Financial Planner (CFP) and has over 20 years of experience in the financial services industry. He is a frequent speaker on financial planning topics and has been featured in numerous publications, including The Wall Street Journal, Forbes, and Kiplinger's Personal Finance.

Schelske is passionate about helping people achieve their financial goals. He believes that everyone deserves access to sound financial advice, regardless of their income or net worth. Schelske is committed to providing his clients with the personalized attention and guidance they need to make informed financial decisions.

Craig Schelske

Craig Schelske is a Certified Financial Planner (CFP) and the founder and CEO of Schelske Wealth Management, a financial advisory firm based in St. Louis, Missouri. With over 20 years of experience in the financial services industry, Schelske is a frequent speaker on financial planning topics and has been featured in numerous publications, including The Wall Street Journal, Forbes, and Kiplinger's Personal Finance.

Financial advisor: Schelske provides personalized financial advice to individuals and families.
Investment management: Schelske manages investment portfolios for his clients.
Retirement planning: Schelske helps clients plan for a secure retirement.
Estate planning: Schelske assists clients with estate planning to ensure their wishes are carried out after their death.
Tax planning: Schelske helps clients minimize their tax liability.
Insurance planning: Schelske provides guidance on insurance coverage to protect clients' assets and income.
Education planning: Schelske helps clients save for their children's education.
Charitable giving: Schelske advises clients on charitable giving strategies.
Speaker and author: Schelske is a frequent speaker on financial planning topics and has authored numerous articles and white papers.

Name	Craig Schelske
Occupation	Financial advisor, CEO, and founder of Schelske Wealth Management
Location	St. Louis, Missouri
Education	Bachelor's degree in finance from the University of Missouri
Certifications	Certified Financial Planner (CFP)
Experience	Over 20 years of experience in the financial services industry

Financial advisor

Craig Schelske is a financial advisor who provides personalized financial advice to individuals and families. This means that he takes the time to get to know his clients and their unique financial needs. He then develops a customized financial plan that is designed to help them reach their financial goals.

As a financial advisor, Schelske offers a wide range of services, including:

Investment planning
Retirement planning
Estate planning
Tax planning
Insurance planning
Education planning
Charitable giving

Schelske's personalized approach to financial planning has helped his clients achieve their financial goals for over 20 years. He is committed to providing his clients with the highest level of service and helping them make informed financial decisions.

Investment management

As a financial advisor, Craig Schelske provides comprehensive investment management services to his clients. This involves developing and implementing tailored investment strategies that are designed to meet their specific financial goals and risk tolerance. Schelske's investment management process typically includes the following steps:

Asset allocation: Schelske determines the appropriate mix of asset classes, such as stocks, bonds, and cash, for each client based on their individual circumstances and goals.
Security selection: Schelske researches and selects specific securities, such as individual stocks and bonds, that are aligned with each client's investment strategy.
Portfolio monitoring: Schelske regularly monitors each client's portfolio and makes adjustments as needed to ensure that it remains on track to meet their financial goals.
Performance reporting: Schelske provides regular performance reports to each client that detail the performance of their portfolio and any changes that have been made.

Schelske's investment management services are designed to help his clients achieve their financial goals, such as saving for retirement, funding their children's education, or building a nest egg for the future. He is committed to providing his clients with the highest level of service and helping them make informed investment decisions.

Retirement planning

Retirement planning is a crucial aspect of financial planning, and Craig Schelske is committed to helping his clients achieve their retirement goals. Schelske believes that everyone deserves to enjoy a comfortable and secure retirement, and he works closely with his clients to develop personalized retirement plans that are designed to meet their individual needs.

Investment planning: Schelske helps his clients develop investment strategies that are designed to grow their retirement savings. He considers each client's risk tolerance and time horizon, and he recommends investments that are aligned with their individual goals.
Income planning: Schelske helps his clients plan for retirement income. He considers their Social Security benefits, pensions, and other sources of income, and he helps them develop strategies to maximize their income in retirement.
Estate planning: Schelske helps his clients with estate planning to ensure that their wishes are carried out after their death. He works with his clients to create wills, trusts, and other estate planning documents.
Tax planning: Schelske helps his clients minimize their tax liability in retirement. He considers their income, deductions, and credits, and he helps them develop strategies to reduce their taxes.

Schelske's retirement planning services are designed to help his clients achieve a secure and comfortable retirement. He is committed to providing his clients with the highest level of service and helping them make informed financial decisions.

Estate planning

Estate planning is an important part of financial planning, and Craig Schelske is committed to helping his clients create an estate plan that meets their individual needs. Estate planning involves making arrangements for the distribution of your assets after your death, and it can be a complex and daunting process. Schelske can help you create a plan that will ensure that your wishes are carried out and that your loved ones are taken care of after you are gone.

There are many benefits to working with an estate planning attorney. Schelske can help you:

Avoid probate, which can be a lengthy and expensive process.
Minimize estate taxes.
Distribute your assets according to your wishes.
Provide for your loved ones after you are gone.

If you do not have an estate plan, the state will decide how your assets are distributed after your death. This may not be in accordance with your wishes, and it could result in your loved ones receiving less than you intended. Schelske can help you create an estate plan that will protect your assets and ensure that your wishes are carried out.

Schelske is a Certified Financial Planner (CFP) and has over 20 years of experience in the financial services industry. He is passionate about helping people achieve their financial goals, and he is committed to providing his clients with the highest level of service.

Tax planning

As a financial advisor, Craig Schelske understands the importance of tax planning. He knows that taxes can have a significant impact on a person's financial well-being, and he is committed to helping his clients minimize their tax liability.

Schelske provides his clients with a variety of tax planning services, including:

Tax return preparation
Tax audit representation
Tax planning for investments
Tax planning for retirement
Tax planning for estate planning

Schelske's tax planning services are designed to help his clients save money on their taxes and to avoid costly tax mistakes. He works closely with his clients to understand their individual financial situation and to develop tailored tax planning strategies.

One of the most important aspects of Schelske's tax planning services is his focus on proactive tax planning. He believes that it is important to plan for taxes throughout the year, not just at tax time. By taking a proactive approach to tax planning, Schelske can help his clients identify potential tax savings opportunities and avoid costly tax surprises.

Schelske's tax planning services are an essential part of his comprehensive financial planning approach. He is committed to helping his clients achieve their financial goals, and he knows that tax planning is a key component of financial success.

Insurance planning

Insurance planning is an essential part of any comprehensive financial plan. It can help protect your assets and income from a variety of risks, such as death, disability, and property damage. Craig Schelske is a financial advisor who provides comprehensive insurance planning services to his clients. He can help you assess your insurance needs, compare different insurance policies, and make informed decisions about how to protect your financial well-being.

Life insurance: Life insurance provides financial protection for your loved ones in the event of your death. Schelske can help you determine the right amount of life insurance coverage and choose the best policy for your needs.
Disability insurance: Disability insurance provides income protection if you are unable to work due to a disability. Schelske can help you assess your disability insurance needs and choose the best policy for your needs.
Health insurance: Health insurance helps pay for medical expenses. Schelske can help you understand your health insurance options and choose the best plan for your needs.
Property insurance: Property insurance protects your home and belongings from damage or loss. Schelske can help you assess your property insurance needs and choose the best policy for your needs.

Schelske's insurance planning services can help you protect your financial well-being and ensure that you have the coverage you need to meet your needs and goals.

Education planning

Education planning is an important part of financial planning for families. The cost of college has been rising steadily for decades, and it can be difficult for families to save enough money to pay for their children's education. Craig Schelske is a financial advisor who provides comprehensive education planning services to his clients. He can help families develop a plan to save for college, and he can also advise them on the best ways to use their savings to pay for college costs.

One of the most important aspects of education planning is to start saving early. The sooner you start saving, the more time your money has to grow. Schelske can help families develop a savings plan that fits their budget and their goals. He can also recommend different investment options that can help families grow their savings over time.

In addition to saving for college, Schelske can also advise families on the best ways to use their savings to pay for college costs. He can help families understand the different types of financial aid that are available, and he can help them develop a strategy to minimize the amount of debt they have to take on.

Education planning is an essential part of financial planning for families. By working with a financial advisor like Craig Schelske, families can develop a plan to save for college and ensure that their children have the resources they need to succeed in college.

Charitable giving

Charitable giving is an important part of financial planning for many people. It can be a way to give back to the community, support causes you care about, and reduce your tax liability. Craig Schelske is a financial advisor who advises clients on charitable giving strategies. He can help you determine how much to give, which charities to support, and how to maximize the tax benefits of your donations.

There are many benefits to working with a financial advisor like Schelske when it comes to charitable giving. Schelske can help you:

Determine how much to give. Schelske can help you assess your financial situation and determine how much you can afford to give to charity. He can also help you develop a giving plan that fits your budget and your goals.
Identify charities to support. Schelske can help you identify charities that align with your values and interests. He can also provide you with information on the financial health and effectiveness of different charities.
Maximize the tax benefits of your donations. Schelske can help you understand the tax laws related to charitable giving and ensure that you are taking advantage of all the available tax benefits.

Charitable giving can be a rewarding way to make a difference in the world. By working with a financial advisor like Schelske, you can develop a charitable giving plan that meets your financial goals and allows you to make the most of your donations.

Speaker and author

Craig Schelske is a respected financial advisor and thought leader in the financial planning industry. His expertise and insights are frequently sought after by both individuals and organizations. As a speaker, Schelske has delivered presentations on a wide range of financial planning topics to audiences across the country. His presentations are known for their clarity, practicality, and actionable advice. Schelske's articles and white papers have also been published in leading financial publications, where he shares his research and insights on a variety of financial planning topics.

Schelske's work as a speaker and author has had a significant impact on the financial planning industry. His presentations and publications have helped to educate and inform individuals and organizations about important financial planning concepts. Schelske's work has also helped to raise the profile of financial planning and has made it more accessible to a wider audience.

Schelske's commitment to financial literacy is evident in his work as a speaker and author. He is passionate about helping people make informed financial decisions and achieve their financial goals. Schelske's work is a valuable resource for anyone who is interested in learning more about financial planning.

FAQs on Craig Schelske

This section provides answers to frequently asked questions about Craig Schelske, a renowned financial advisor and thought leader in the financial planning industry.

Question 1: Who is Craig Schelske?

Craig Schelske is the CEO and founder of Schelske Wealth Management, a financial advisory firm based in St. Louis, Missouri. With over 20 years of experience in the financial services industry, Schelske is a Certified Financial Planner (CFP) and a frequent speaker on financial planning topics.

Question 2: What services does Craig Schelske offer?

Craig Schelske offers a comprehensive range of financial planning services, including financial advising, investment management, retirement planning, estate planning, tax planning, insurance planning, education planning, and charitable giving.

Question 3: What is Craig Schelske's approach to financial planning?

Craig Schelske takes a holistic approach to financial planning. He believes in getting to know his clients on a personal level and understanding their unique financial needs and goals. He then develops customized financial plans that are designed to help his clients achieve their financial objectives.

Question 4: What are some of Craig Schelske's accomplishments?

Craig Schelske has been recognized for his expertise and contributions to the financial planning industry. He has been featured in numerous publications, including The Wall Street Journal, Forbes, and Kiplinger's Personal Finance. Schelske is also a frequent speaker at financial planning conferences and events.

Question 5: What sets Craig Schelske apart from other financial advisors?

Craig Schelske's commitment to his clients sets him apart from other financial advisors. He is passionate about helping his clients achieve their financial goals and is dedicated to providing them with the highest level of service. Schelske's personalized approach and tailored financial plans have helped his clients achieve financial success.

Question 6: How can I contact Craig Schelske?

To contact Craig Schelske, you can visit his website at www.schelskewealth.com or call his office at (314) 997-8200.

These FAQs provide a comprehensive overview of Craig Schelske and his financial planning services. If you have any further questions, please do not hesitate to contact Schelske Wealth Management.

Continue to the next section to learn more about Craig Schelske's approach to financial planning.

Financial Planning Tips from Craig Schelske

Craig Schelske, a renowned financial advisor and thought leader, offers valuable insights and tips to help individuals achieve their financial goals. Here are some key tips from Schelske:

Tip 1: Start saving early.

The power of compound interest can significantly grow your savings over time. Starting early allows your money to work harder for you, even with smaller contributions.

Tip 2: Set financial goals.

Having clear financial goals provides direction and motivation for your savings and investment decisions. Define specific, measurable, achievable, relevant, and time-bound goals.

Tip 3: Create a budget.

Tracking your income and expenses helps you identify areas where you can save and allocate funds more effectively. A budget empowers you to make informed financial choices.

Tip 4: Invest for the long term.

Short-term market fluctuations are inherent in investing. Focus on long-term growth by diversifying your portfolio and staying invested through market cycles.

Tip 5: Seek professional advice.

A qualified financial advisor can provide personalized guidance, help you navigate complex financial decisions, and keep you on track toward your goals.

Summary:

By following these tips from Craig Schelske, you can establish a solid financial foundation, work towards your financial goals, and achieve long-term financial success. Remember to start early, set clear goals, create a budget, invest wisely, and seek professional advice when needed.

Conclusion

In conclusion, Craig Schelske stands as a respected and experienced figure in the financial planning industry. Through his personalized approach, tailored financial plans, and commitment to his clients, he has helped countless individuals and families achieve their financial goals.

Schelske's emphasis on starting early, setting clear goals, and seeking professional advice aligns with sound financial planning principles. By embracing these principles, you can take control of your financial future and work towards financial success.

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