Aegis Wealth delivers an uncommonly deep and personalized level of integrated care.
“Four Cs” differentiate our wealth management services from the scattered products and services most people are sold. We provide a holistic solution.
Coaching
Drawing upon our diverse credentials and broad expertise, our coordinated team approach ensures that each client receives top notch advice. Each of our clients works directly with one or more of our partners.
Convenience
With our high-touch approach, we manage your tangled interests and simplify complexity.
Confidence
As an independent, SEC-registered investment advisory firm, we embrace the fiduciary standard, which places the client’s interest above all else. Our transparent, fee-only pricing means there are no outside sources of compensation to interfere with our highest priority: You.
Continuity
Your financial well-being should last a lifetime and beyond; isolated advice does not suffice in the face of life’s uncertainties. We remain with you for the long term, keeping your plan on track and helping you craft adjustments when needed.