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Steeped in Experience,
Guided by Gratitude

Aegis Wealth was founded in 2005 in the face of an obstacle.

Previously, our founding partners worked in the personal finance division of one of the “Big Four” global accounting firms, where they provided sophisticated tax planning and investment advisory services to corporate executives.

Following the passage of the Sarbanes-Oxley Act, the firm divested the division, and our partners found themselves at a crossroads. What others might have seen as misfortune, they saw as an opportunity. Building on their team rapport, they were able to eliminate the bureaucratic bloat and corporate conflicts of interest. Aegis Wealth was established as a fully independent, fiduciary wealth management firm.

From the beginning we moved deliberately. We have been guided by the interests of those we are privileged to serve: You and your family. As your fiduciary advisor, your financial well-being is our only priority.

Hallmarks include:

  • SEC-registered investment advisor
  • Strictly fee-only
  • Integrated tax planning and preparation
  • Experienced, credentialed professionals (CFP®, CPA, CIMA®, CPWA®)
  • Evidence-based investing
  • Comprehensive oversight as your family chief financial officer
  • High-touch, personal care
  • Multi-generational, family focus