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.
As conventional extended-care policies grow costlier, alternatives have emerged. The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to […]
Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first […]
Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second […]