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Avanti Wealth Management

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Longwood, FL
Avanti Wealth Management

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Retirement income planning, financial consulting, investment management, estate planning, tax planning and tax management. Prioritize your plan. G.A. Repple & Co.

Providing clarity, confidence and direction in the decisions that matter most to you. Avanti Wealth serves clients through holistic, personalized financial planning.

• Simplified and Integrated Financial Services
• CPA Prepared Income Tax Returns, Accounting, and Business Consulting
• Alternatives in Investment Selection and Management
• Income Distribution Planning
• Re-engineered Retirement Planning
• Planning Ahead for Efficient Income Tax Savings
• Collaborative Estate Planning and Trust Management
• Coordinated Pension and IRA plans utilizing proper risk and maximum efficiency
• Personalized Financial Data, including what-if scenarios & financial projections
• Cost-effective and Coordinated Insurance Planning – Life, long-term care, and Disability Income
• Annuities providing guaranteed income streams
• Measuring results of your current plan and value-added ideas and concepts
• Purposeful Charitable and Gift planning
• Exceptional Service and someone to call when you have questions! Determine your most important next step and put a plan in motion. By clearly defining your plan, you can gain confidence that you are heading in the right direction. Avanti Wealth Management, Registered Investment Advisor, State of Florida. Advisors affiliated with Avanti Wealth Management may be dually registered and offer securities & investment advice through G.A. Repple & Company, Registered Broker/Dealer & Investment Advisor, Member FINRA & SIPC. home office at 101 Normandy Rd, Casselberry, FL 32707, 407.339.9090. Third-party posts do not reflect the views of G.A. and have not been reviewed by the firm for completeness or accuracy.

10/26/2026

🐾 Happy National Cat Day! 🐾
Today we’re celebrating the furry friends who fill our homes with love, laughter, and just the right amount of mischief. Whether they’re chasing a screen, stealing your seat, or curling up for a nap, life is simply better with a cat! 🐱💙

10/25/2026

Anyone raised in an Italian family knows Sunday dinner is about far more than the food.
It's where stories get passed down and families stay close. It's also a wonderful place to begin conversations about legacy, values, and what matters most for the next generation.

Buon appetito, e buon mese!

10/23/2026

They arrived with little more than courage, faith, and a willingness to work. Italian American immigrants built businesses, communities, and families whose impact is still felt today.

As a firm with Italian roots, we're proud to honor their sacrifice this October, and grateful for the foundation they laid.

10/22/2026

Trust & Will's 2026 Estate Planning Report found that 56 percent of adults don't have core documents in place, including:

📝 A will: who gets what, and who is in charge of making it happen

🏥 A healthcare directive (or living will): what you want if you cannot speak for yourself

✍️ Two powers of attorney, one for medical decisions and one for financial decisions, each naming a specific person

📄 A letter of instruction: the practical map to where accounts live, who your professionals are, and what your kids or pets need

The friction is that estate work forces a family to sit with mortality, name specific people for specific roles, and make decisions that feel too permanent to rush.

Without something in writing, though, families are left improvising during one of the most difficult moments of their lives.

Most say they fully intend to get to it, but too many put it off until it's too late.

Don't put it off. Talk to a financial professional who can help.

10/20/2026

"Whoever goes slowly goes safely, and goes far."

This old Italian proverb has guided our approach for over 30 years. Patience, discipline, and a long-term view have carried families through every kind of market and life transition.

Some wisdom never goes out of style...

10/19/2026

What happens to your cash flow when you stop earning a paycheck?

The 2026 EBRI Retirement Confidence Survey caught something interesting about that shift.

📊 Among workers, 33 percent say they turn to a financial professional for guidance.

📊 Among retirees, that number climbs to nearly 40 percent.

National Retirement Security Week (October 19–25 this year) is a reminder to check whether your strategy is evolving with your lifestyle priorities.

If retirement is within a few years, the practical step is not rebuilding the strategy today.

It's identifying the two or three moving pieces that are no longer theoretical, the day you stop working, and consider working with a financial professional who can help guide you.

10/17/2026

Fidelity's 2025 wealth transfer study found that roughly 67 percent of parents age 55 and older have never told their adult children what they will inherit, or whether they will inherit anything at all.

About 33 percent would prefer the kids are kept in the dark about the amount.

Their reasons should feel familiar:
✔️ Worry that a specific number will dampen a child's drive
✔️ Discomfort talking about money at all

The same study found:
Most adult children say they are ready to handle whatever they inherit and would rather shape things while their parents are still around to explain the "why" behind decisions.

Families who have inheritance strategies share some similar habits:
💬 Kids know who the financial professionals are and how to reach them
💬 Everyone knows where the estate documents are
💬 They try to manage any surprises well ahead of time

So, do you tell your children or not?

There's no single right answer here.

Sharing exact numbers isn't necessary, but most families find that a broad discussion can help with priorities and expectations.

10/14/2026

A mother in California picked up the phone and heard her daughter's voice, panicked, saying she'd been kidnapped and needed money immediately.

What she'd heard wasn't her daughter. It was an AI-generated clone of her voice.

In a 2025 study, scientists found that when people heard a cloned voice, they correctly identified the voice as AI-generated only about 60 percent of the time.

The FBI attributed more than $890 million in 2025 losses to AI-enabled fraud, and voice cloning is one of the main drivers behind that number.

It is not only older adults being targeted. Younger family members get these calls too, often framed as a sibling or friend in trouble. Older adults just tend to lose the most per incident.

Two ways to protect your family.

🔐 Agree on a private code word or question with the people a scammer is most likely to impersonate (kids, parents, spouse)

📞 If a call like this comes in and you have not set up a code word yet, hang up, then call the real person back

When in doubt, slow down and verify.

10/13/2026

In Italian culture, everything comes back to la famiglia. It's at the heart of how we work, too. Planning isn't only about portfolios. It's about the people you love, the values you've lived by, and the legacy you'll pass on.

This month, we honor the families who came before and the ones still to come.

10/12/2026

This Columbus Day, we honor the spirit of exploration while reflecting on the many histories and cultures that have shaped our shared journey.

Address

110 Crown Oak Centre Drive
Longwood, FL
32750

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Website

http://www.AvantiWealth.com/

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