All AEGIS clients can log into our online portal to view real-time summaries and updates.
For high-net-worth individuals and families, over time it becomes increasingly important to have the right investment decision-making process in place– one that is fully aligned with your interests and that addresses the impact of tax on your wealth.
Because we operate through our own Registered Investment Advisor, we are held to the fiduciary standard of care, which ensures every piece of advice we offer is exclusively in your best interest.
Through our multi-level service platform, we also help you take advantage of opportunities to invest your wealth tax-efficiently.
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.
As part of our unique client discovery process, we walk you through an investor profile exercise that helps identify specific targets, needs and preferences.
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
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 […]
The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for […]
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement […]
Approximately 70 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.1 Although most people receiving Social Security […]