Insights

Client diversification Aegis Wealth Partners operates as an agency of Guardian Life Insurance with securities and advisory services provided through Park Avenue Securities, indicating potential for cross-sell of life insurance, retirement, and investment products to Guardian/PAS clients.

Growth potential Revenue is reported in a mid-range band and headcount is in the small-to-mid market, suggesting opportunities to scale advisory services, expand product offerings, and upsell premium planning services as client assets grow.

Technology leverage Utilization of Google Search Console and GoDaddy points to a basic online presence with room to enhance digital marketing, client onboarding, and content strategy to attract high-intent prospects.

Asset retention The focus on retirement, college savings, estate strategies, and life insurance signals a client base with long-term planning needs, ripe for engagement with fee-based financial planning and ongoing asset management services.

Competitive positioning As a smaller firm in financial services with Guardian affiliation, there is a clear niche for personalized planning and fiduciary-aligned guidance to compete against larger incumbents by emphasizing advisory quality and tailored solutions.

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 2 email formats:

Aegis Wealth Partners, an Office of National Financial Network Email Formats	Example	Percentage
FLast@aegiswealthpartners.com	JDoe@aegiswealthpartners.com	81%
First@aegiswealthpartners.com	John@aegiswealthpartners.com	19%

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

Example

Percentage

FLast@aegiswealthpartners.com

JDoe@aegiswealthpartners.com

81%

First@aegiswealthpartners.com

John@aegiswealthpartners.com

19%

Frequently Asked Questions

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.

How much revenue does Aegis Wealth Partners, an Office of National Financial Network generate?

As of July 2026, Aegis Wealth Partners, an Office of National Financial Network's annual revenue is estimated to be $1M - $10M.

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

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

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

As of July 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. and Executive Director: R. H. 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 technology does Aegis Wealth Partners, an Office of National Financial Network use?

Aegis Wealth Partners, an Office of National Financial Network's tech stack includes Google Search Console and GoDaddy.

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

Aegis Wealth Partners is a financial services firm based in Madison, Connecticut, operating as an agency of The Guardian Life Insurance Company of America. The firm emphasizes a team-based approach designed to broaden perspectives and enhance outcomes for clients. Its services cover investing principles, retirement investing and distribution strategies, estate conservation, and risk management, and it helps clients address questions such as when to retire, how to optimize college savings, and whether they have sufficient life insurance.

Securities products and advisory services are offered through Park Avenue Securities LLC, a FINRA/SIPC-member indirect subsidiary of Guardian Life. This affiliation places Aegis Wealth Partners within Guardian’s network and supports its focus on delivering customized, situation-specific financial planning for individuals and families.

Insights

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