Our Company
Our purpose at Alepra Investment Group is to invest family wealth that will help preserve family dreams. We are firm in our belief of this principle, because we are a multi-generational, family-owned, independent wealth management firm. Unlike most investment-related firms, our approach is family-to-family not business-to-consumer. This family-to-family approach includes leveraging for our clients, over four decades and 66 years of combined personal experience creating, managing, and sustaining wealth for families locally and nationwide. Our commitment to our clients and their families is to provide objective advice on how to potentially grow and preserve wealth for present and future generations.
We achieve this by creating highly customized plans that are tailored to our client’s needs, while retaining the ability to shift with the current economic environment.
How we do business is evident in our simplified financial reports; our straight-forward fee-based platforms; and an advice-driven, rather than product-driven, approach. We’re stewards of your wealth, not salesmen. We encourage you to explore our web site and learn more about us as, well as our services.