Schluckebier Wealth Management Group - Stifel

09/07/2026

Wishing you and your family a happy Labor Day!

Markets are closed in observance of the holiday.

09/03/2026

Thinking about investing but not sure where to begin? This video walks you through the basics, from why investing matters to the different types of accounts available, so you can take your first steps with clarity and confidence.

08/26/2026

Happy National Dog Day!

Today we're celebrating two of our favorite four-legged friends - Benny and Otto! Thank you to Kelly and Stephanie for sharing photos of your adorable dogs with us. We love seeing the furry family members who bring so much happiness into our lives.

Have a dog of your own? Share a photo in the comments and help us celebrate National Dog Day!

08/19/2026

Today is Paul Schluckebier's birthday, and true to form, we found him hard at work.

While he might prefer to keep the focus off himself, we're taking a moment to celebrate all he does for our clients and our office. Join us in wishing Paul a very happy birthday!

08/14/2026

It's Financial Awareness Day!

Today is a reminder that small financial decisions can have a big impact on your future. Whether you're creating a budget, reviewing your savings goals, or planning for retirement, every step counts.

✅ Track your spending
✅ Build an emergency fund
✅ Review your financial goals
✅ Invest in your future

Financial wellness starts with awareness. What is one financial goal you're working toward this year?

08/12/2026

Our team was excited to sponsor and participate in the Burnin' Rubber 5K hosted by the Erik Jones Foundation!

Supporting organizations that make a positive impact in our communities is important to us, and this event was a great opportunity to come together for an inspiring cause. Congratulations to all the participants, volunteers, and organizers who made the day such a success.

Thank you, Erik Jones Foundation, for your dedication to creating meaningful change and bettering our community. Check out some highlights from the day!

08/05/2026

Many investors focus on long-term saving issues such as planning for retirement and providing for the education of a child or grandchild. While accumulation of wealth is a primary concern, the protection and transfer of that wealth to future generations is often overlooked.

View your guide to Estate Planning here: https://livesocial.seismic.com/ac6DRr

07/29/2026

🌿 Community Spotlight! 🌿
Shoutout to Ben and his girlfriend, Kyra, for volunteering at the Friends of the Shiawassee River Cleanup this past weekend. Together, they helped clean up a section of the river and spent their time making a difference in our community. Great work, Ben and Kyra!

07/20/2026

Every client relationship is built on our practice wide commitment to exceeding client expectations and delivering the highest levels of accessibility and responsiveness.

Through ongoing communication, we help clients understand their progress, filter out the noise, and allow us to anticipate and act on forward-looking, wealth-related issues.

Just as importantly, we take an active interest in our clients lives. Our “family office” environment helps demonstrate our desire to serve for multiple generations. Clients feel assured through a long-term relationship and open communication!

We offer a complete range of financial services for the high net worth investor located in and around Owosso, MI. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives whil...