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.
How to keep track of your savings bonds’ maturity dates. Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase […]
POAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates […]
Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced […]