Our Practice

When it comes to Comprehensive Wealth Management, the Replogle Group recognizes that every client has extremely different backgrounds, wants, and needs. For some clients, a couple calls a year might be all that is necessary while others may need more frequent attention.

To continually educate our clients and improve the services we provide; we have created a service model that clearly defines those services and the frequency in which we provide them. In doing so, our clients have a deep understanding of what we can do to help them reach their goals and are not left wondering how often we will connect.

These services include but are not limited to:

  • Investment Management
  • Education Planning
  • Tax Planning
  • Insurance & Risk Management
  • Retirement Planning
  • Estate Planning
  • Charitable Giving
  • Cash Flow & Liquidity
  • Relationship Management
  • Business Owner Solutions

For a complete list of all of the things we can do for you, click here.