We are held to a fiduciary standard of care that assures clients each recommendation we make is driven by their best interests, not the incentives or conflicts of interest present in many financial institutions.
We’re backed by one of the largest independent financial institutions in the country, which means we can offer our clients the resources and security of a major institution, while retaining all the benefits of an independent structure.
Over the years, we’ve come to develop a specialized approach to comprehensive planning, centred around the tax strategies uncovered by our team of advisors and CPAs.
Building on the basics of what other investment firms offer, our depth of expertise allows us to go beyond our core investment management service. We’ve structured our practice to deliver an additional three levels of planning and advice.
Every client of AEGIS Financial is partnered with a Client Service Associate, as well as an experienced Advisor. This two-level service approach allows us to dedicate the time and expertise needed to build a tax-efficient, comprehensive plan, while maintaining our high standards of client communication and accessibility.
We take a true team approach, so that you can gain the value of working with a range of qualified professionals, while maintaining a very personal experience throughout the relationship.
Your Financial Life Plan is at the center of our tax-oriented planning process. Incorporating multiple professionals, intuitive planning software and exclusive AEGIS experience tools, your Financial Life Plan helps tie all your various wealth strategies together. It is the common thread keeping all your personal priorities organized and on track.
To consistently help enhance quality of life and make an impact in the lives of individuals, families and community neighbors.
We are called to devote our time and energy on long term wealth strategies that help prepare you for life’s challenges and opportunities.
Client Connection [best interest and livelihood]
Team Collaboration [strength in numbers]
Conservative Strategies [management of risk before management of returns]
Integrity [utmost honesty]
Listening [understand fully]
High Standards [exceed expectations in customer service]
Giving [support for others and our community]
Confidence in Beliefs [strong, unbiased advice based on what we believe is good/beneficial]
Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
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The AEGIS Financial Team is growing and expanding their knowledge… We are proud to highlight a number of our team members who are taking the […]
Partnership with University of Wisconsin Oshkosh AEGIS Financial/ASC Wealth is partnering with UWO Organization Communication Class. The class of 12 senior students and Professor Christy […]