Log in from anywhere.

All AEGIS clients can log into our online portal to view real-time summaries and updates.

Access your account
Client Access Tutorials

Get Started

How did you hear about us?

Facebook LinkedIn YouTube

AEGIclipS

Market Updates

Load more

Financial Planning 101

Client Access Tutorials

Click the links below to watch our how-to videos on various topics related to your account access and online resources. Feel free to reach out to a member of our team if you need additional clarification.

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Estate Planning – Don’t Leave Home Without It! | Advice for Life

Every year, we lose clients either expectantly or not. Recently we lost two precious ladies. One expected, one not. One had a spunk we loved […]

70 + Older | Housing Options for Older Individuals

As you grow older, your housing needs may change. Maybe you’ll get tired of doing yardwork. You might want to retire in sunny Florida or […]

Under 70 | Caring for Your Aging Parents

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think […]

Under 60 | Evaluating an Early Retirement Offer

In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do […]

Read More

Top