is a highly personal process, and we take a tailored approach to
it. As an independent boutique firm, Aegis offers you a level of
service from senior-level wealth managers few can match. Each of
our three directors is a highly qualified, experienced wealth manager,
and each of our clients works directly with one or more of our directors.
Just as the needs and desires of each client
are different, so are the specialties, personalities and approaches
of each of our directors. But although we serve our clients as
individuals, we work as a team, and all of us contribute advice
and insight to each of our clients.