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Invest Where It Matters

What is the Purpose of Wealth?

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Our Seven Principles of Investing:

  • Maximum Diversification
  • Risk Management
  • Tax Efficiency
  • Portfolio Structure
  • Portfolio Management
  • Moral Investment Screening
  • Risk Suitability

Our Company

G.A. Repple was founded in 1982, and was created to serve people by providing tax planning, investment advice, retirement planning, asset management, generational wealth distribution and charitable planning.

How Does G.A. Repple Serve You?

Our Mission

At G.A. Repple, we strive to empower our clients, advisors, and employees to "Invest Where It Matters". This philosophy is founded in the idea of pouring out time, talents, and treasures into what matters most in life - our faith, family, finances, freedom, and philanthropy. Rather than solely offering to invest finances for richer bank accounts, G.A. Repple offers a holistic approach with the outcome of an abundant richer life.

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Wealth Management

  • Financial and Estate Design
  • Asset Management Services
  • Estate Administration
  • Financial Tolerance Testing
  • Retirement Planning Analysis
  • Educational Funding Planning
  • Secure verses Variable Income Review
  • Moral Investment Assessment
  • Diversification Optimization Review
  • Review wills, trusts, and current estate plan
  • Maximize wealth to heirs and charity
  • Minimize taxes, expenses, and delays in distribution of wealth to heirs and charity
  • Tax Strategies for Selling a business, Real Estate and Exercise of Stock Options.
  • Church and Ministry Sustainability
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