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

Our Services

Comprehensive Wealth Management
Level 1

Asset Management

All AEGIS clients receive our foundational asset management service. This allows for an investment strategy personalized to suit your needs and objectives, and an asset allocation plan that will help you mitigate tax with respect to your short-term cash flow needs, and your long-term financial priorities.

This service also includes value-added components like beneficiary reviews, educational resources and coordination with your accountant and other professional partners.

Our Level 1 service includes:

  • Personalized portfolio and investment plan
  • Tax-efficiency strategies integrated into your investment plan
  • Education funding, RMD planning and building your wealth for retirement
  • Beneficiary reviews to mitigate tax and correct liabilities
  • Reporting process that includes performance summary reports and fee transparency
  • Additional communication and resources including timely email notifications, market updates, newsletters and educational events
  • Coordination with your professional partners and fee reports for your tax preparer
Comprehensive Wealth Management
Level 2

Financial Planning

The second level of our service marks the point where we move beyond your investment portfolio, to a far broader perspective on your financial situation. Your planning and tax strategies at this level incorporate social security options, current and future cash flow needs, and building income streams for retirement designed to align with your lifestyle goals.

Our Level 2 service incorporates all components of Level 1, as well as:

  • Analyzing and maximizing your Social Security benefit
  • Implementing tax-efficiency strategies related to capital gains, wealth transfers and retirement
  • Designing cash flow and income strategies to meet current and future lifestyle needs
  • Planning your retirement and/or business succession
  • Annual Stakeholder Meeting
Comprehensive Wealth Management
Level 3

Enhanced Financial Planning

Clients of our enhanced planning service have access to a wider range of investment, retirement, estate and tax strategies. We help them employ advanced planning and wealth management tactics to mitigate tax while working toward a variety of financial objectives.

Our Level 3 service incorporates Levels 1 and 2, as well as an additional layer of advice and strategy that includes:

  • Full tax review and efficiency plan
  • Retirement needs analysis, 401(k) review and comprehensive retirement planning
  • Estate plan and survivor needs analysis
  • Alternative investment strategies
  • Insurance risk management and long-term care planning
Comprehensive Wealth Management
Level 4

Wealth Management

For those who are balancing retirement needs with estate and legacy goals, family priorities and a complicated tax profile, you need a service that can accommodate and simplify all this complexity.

It’s for this reason that we developed the Comprehensive Wealth Management service. This includes all of the investment and wealth planning capabilities of other service levels, as well as a number of specialized strategies and personalized AEGIS tools.

Our Level 4 service includes all features of Level 1, 2 and 3, with additional guidance that involves:

  • Your complete Financial Life Plan
  • Comprehensive tax review
  • Transition guides including the 12-Part Business Succession Guide
  • Legacy and Quality of Life Planning
  • Charitable gifting with integrated tax strategy
  • External account consulting, online vaulting and identity protection
  • Annual stakeholders meeting with family and professional partners
Potential Tax Savings

Exclusive Offer

Our AEGIS Tax Gap Analysis is part of our Level 4 Comprehensive Wealth Management Service. We are offering this analysis at no cost to anyone reaching out through our website.

Be an informed investor.

Sign up to receive our objective, timely insights.

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 […]

2024 Key Numbers for Health Savings Accounts

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 […]

70 + Older | RMD Relief and Guidance for 2023

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 […]

Under 60 | Understanding Social Security

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 […]

Read More