Insights

Personalized Financial Planning Aegis Wealth Partners specializes in customized financial strategies, indicating an opportunity to introduce advanced financial planning tools or services that enhance personalized client experiences.

Niche Market Focus With a team dedicated to addressing investment, retirement, estate, and risk management issues, there is potential to offer specialized products or advisory solutions tailored to high-net-worth or specific demographic segments.

Small to Mid-size Firm As a relatively small firm with 11-50 employees generating up to $10 million in revenue, they may be more receptive to scalable solutions that improve operational efficiency or client engagement metrics.

Technology Integration Opportunities Given their use of a modern tech stack, there is potential to propose innovative fintech tools, CRM enhancements, or data analytics services that can advance their digital advisory capabilities.

Brand Affiliation and Growth Affiliated with The Guardian Life Insurance Company and operational as an agency, they might be interested in partnership opportunities, co-branded products, or strategic alliances to strengthen market positioning and expand service offerings.

Aegis Wealth Partners, an Office of National Financial Network's Email Address Formats

Aegis Wealth Partners, an Office of National Financial Network uses at least 1 format(s):

Aegis Wealth Partners, an Office of National Financial Network Email Formats	Example	Percentage
FLast@aegiswealthpartners.com	JDoe@aegiswealthpartners.com	40%
First@aegiswealthpartners.com	John@aegiswealthpartners.com	10%
FLast@aegiswealthpartners.com	JDoe@aegiswealthpartners.com	40%
First@aegiswealthpartners.com	John@aegiswealthpartners.com	10%

Aegis Wealth Partners, an Office of National Financial Network Email Formats

Example

Percentage

FLast@aegiswealthpartners.com

JDoe@aegiswealthpartners.com

40%

First@aegiswealthpartners.com

John@aegiswealthpartners.com

10%

FLast@aegiswealthpartners.com

JDoe@aegiswealthpartners.com

40%

First@aegiswealthpartners.com

John@aegiswealthpartners.com

10%

Frequently Asked Questions

Where is Aegis Wealth Partners, an Office of National Financial Network's headquarters located?

Aegis Wealth Partners, an Office of National Financial Network's main headquarters is located at 1291 Boston Post Road Suite 101 Madison, Connecticut 06443 United States. The company has employees across 1 continents, including North America.

What is Aegis Wealth Partners, an Office of National Financial Network's phone number?

You can contact Aegis Wealth Partners, an Office of National Financial Network's main corporate office by phone at

+1-212-764-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Aegis Wealth Partners, an Office of National Financial Network's official website and social media links?

Aegis Wealth Partners, an Office of National Financial Network's official website is aegiswealthpartners.com and has social profiles on LinkedIn.

What is Aegis Wealth Partners, an Office of National Financial Network's SIC code NAICS code?

Aegis Wealth Partners, an Office of National Financial Network's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Aegis Wealth Partners, an Office of National Financial Network have currently?

As of February 2026, Aegis Wealth Partners, an Office of National Financial Network has approximately 11 employees across 1 continents, including North America. Key team members include Chief Executive Officer, Chief Creative Officer And Co-Founder: C. D. M.President: B. H.President: R. M.. Explore Aegis Wealth Partners, an Office of National Financial Network's employee directory with LeadIQ.

What industry does Aegis Wealth Partners, an Office of National Financial Network belong to?

Aegis Wealth Partners, an Office of National Financial Network operates in the Financial Services industry.

What is Aegis Wealth Partners, an Office of National Financial Network's email format?

Aegis Wealth Partners, an Office of National Financial Network's email format typically follows the pattern of FLast@aegiswealthpartners.com. Find more Aegis Wealth Partners, an Office of National Financial Network email formats with LeadIQ.

Aegis Wealth Partners, an Office of National Financial Network

Financial ServicesConnecticut, United States11-50 Employees

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. Aegis Wealth Partners is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1291 Boston Post Rd, Ste 101, Madison, CT 06443, ph# 203.318.7070 PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 2015-5159 Exp 4/17

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