Aegis Wealth Advisors
1208 State Road 83,
Registered Investment Advisor
Wealth Management for Retirees
Aegis Wealth Advisors was founded with the vision of providing outstanding wealth management – based on integrity and trust. We provide a valuable service that enables our clients to enjoy the confidence and peace of mind that comes from having their investments handled prudently, and their financial lives organized and simplified.
We work with our clients through a consultative process to help them protect and grow their assets, and achieve their financial goals with cost-efficiency and reliability. Markets may be volatile, but our values are steadfast:
As a fully independent and fee-only financial advisor, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. In fact, as a registered investment advisor (RIA), we have a legal fiduciary obligation to act in our client's best interests.
If you are looking for an advisor to facilitate a thoughtful financial strategy for you and your loved ones, and maintain a respectful relationship with you over time, then I encourage you to get started right away. You can also learn a little more about us in our Firm Brochure.
The first step is often the most difficult, but we know you will have no regrets. Please contact us to schedule a complimentary discovery meeting at (262) 369-5200 . There has never been a better time to take care of your financial future.
I very much look forward to hearing from you.
Tim Stasinoulias – Founder