Craig Lipniskis's Contact Details

Craig Lipniskis's Company Details

Scheeler Financial Group

N/A, OH, US • 10 - 19 Employees
Financial Services

I am Independent Wealth Manager and owner of a boutique investment firm, with over 20 years experience, 10 active professional designations and a deep motivation to serve my clients personally, professionally and financially. This is my vocation. My craft. My passion.I work primarily with senior executives, business owners and those looking to get their financial house in order so as to bring about a sense of peace, confidence and clarity. Client goals include financial independence/retirement, tax-strategies, education funding for children, gifting strategies, philanthropic giving, risk management/insurance, special needs planning and sophisticated investment planning.We follow a scientific and mathematical based approach to wealth management and financial planning, that does not lose sight of your personal preferences.Each client is unique and deserves a consistent yet tailored approach designed to meet their needs with care and expertise. This means deep listening to create a plan, solutions and a service model that is distinct, and focuses of the principles of success.After an exhaustive quantitative and qualitative analysis of the financial services industry, I have assembled a group that includes the very best the industry has to offer to serve our clients. This includes Scheeler Financial as well as, LPL, Private Advisor Group, Fidelity, Schwab, TD Ameritrade, Pershing, and eMoney.This is a distinctive offering for those who value independence, creativity, and excellence by an advisor and team who deeply cares personally about clients and their financial well-being.We offer second opinions, without any expectations, to those who are looking for a fresh perspective. If our approach resonates with you and we feel it is a good fit for our practice, we would love to work together!We are also interested in partnering with other advisors who share our vision!