Aegis Wealth Advisors Employee Directory

Investment ManagementWisconsin, United States2-10 Employees

When it comes to Wealth Management, trust is critical. That’s why we place so much value on the relationships we have with our clients, and view ourselves as your personal expert in all things financial. We will help you develop and implement a plan based on YOUR needs.

Aegis Wealth Advisors is a fee-only independent Registered Investment Advisor (RIA) that provides comprehensive wealth management services to private investors.  As a Registered Investment Advisor, Aegis Wealth Advisors is regulated by the Wisconsin Department of Financial Institutions (WDFI), as well as other states in which we conduct business. We are required to adhere to stricter standards of fiduciary responsibility than required of a typical Wall Street brokerage firm. 

As an independent financial advisory firm, we are not affiliated with any major brokerage house, giving us the freedom and objectivity to research a wider spectrum of investment vehicles that are most advantageous for our clients. Our low percentage compensation fees are directly tied to the value of our client accounts, so we have no incentive to sell products. Our only incentive is protect our client's assets and increase the value of their investment portfolio.

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