Generational Wealth Planning serves clients who are contemplating retirement decisions, desire strategic portfolio construction and wealth management, or want an investment approach that is aligned with their values. Our client’s primary goal is to plan for their “redeployment” upon retiring from their career. This planning is crucial whether you are a pre-retiree, current retiree, or young professional.
Our focus is on developing personalized financial planning solutions tailored to the specific retirement needs of the client. We analyze spending and income, wealth transfer documents, insurance risks, tax-efficiencies, and multi-generational needs. Investment analysis and portfolio construction are reviewed with unbiased CFA® charterholders in partnership with Axiom. We work closely with several fund managers to meet the needs of our clients, and also offer our unique values-based Faith Driven Investing models.
Generational Wealth Planning is based in Mesa, AZ. We work with clients all throughout the state of Arizona, and also virtually with clients in over 23 states. Our advisors possess over 30 years of industry experience combined and hold professional certifications, such as the Certified Kingdom Advisor® (CKA®) designations. As fiduciaries, we act in your best interest at all times.
Meet the Team
Tony Griepentrog, CKA®
President, Wealth Manager
Tony Griepentrog is an Advisor based in Scottsdale, AZ, with 24 years of experience in financial planning.
His first career was in grocery retail management for 10 years. He then transitioned into banking for eight years as a loan officer and vice president of that company. To better serve his banking clients, he became a licensed Financial Advisor in 1999. In 2014 Tony relocated the business to AZ and most recently added the Mesa office and support staff at that location. Tony earned his Certified Kingdom Advisor® designation in 2020.
Tony and his wife Kay have been married since 1987 and have two grown daughters, Lyndsay and Alyssa. Lyndsay lives in Morton, IL and works for Starbucks as a district manager in central IL. Alyssa lives in Ballwin, MO, earned her MHA in 2022, and is a clinical pharmacy manager in a local St Louis hospital. Tony and his wife enjoy sporting events, road trips and biking. Golf is also a favorite.
Tony’s faith in Christ is his source of strength. He was blessed to be able to serve in the Stronghurst Christian Church of Stronghurst, IL through 2013. He has served in many areas of ministry including the elder board, men’s ministry, small groups, worship leader, and teacher. Tony and Kay have attended North Ridge Community Church (Now SBC North Ridge) since arriving in Arizona in 2014. His daily prayer is, “God let me, plan with wisdom, guide with vision, lead with humility, listen with understanding, work with excellence, and succeed in a way that honors you!”
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Emily is a Southern California native, who followed her heart in 2011 and ended up in Arizona. Before making the move to The Grand Canyon State, she studied and earned her B.A. in Psychology at University of California, Irvine. Although working in the Financial Industry was never what she had in mind, it turned out to be a great fit. After starting work as an assistant in the field in 2012, she realized that numbers, organization, customer service and attention to detail all happen to be some of her finest attributes.
Since moving to Arizona, Emily has married her fellow Southern Californian sweetie and they welcomed their first child in 2015. When she is not busy keeping up with her kiddo or two pups, Emily and her husband enjoy golfing, paddle boarding and cooking… and when they can find time to steal away: traveling.