Aegis Wealth Advisors, LLC Email Format

Investment ManagementWisconsin, United States2-10 Employees

Aegis Wealth Advisors, LLC is an independent investment management firm based in Hartland, Wisconsin. It operates as a fee-only Registered Investment Advisor, regulated by the Wisconsin Department of Financial Institutions and other states where it conducts business. As an independent advisor unaffiliated with a major brokerage house, the firm can research a broad range of investment options for private investors. The firm offers a full range of wealth-management solutions with a focus on establishing trust through long-standing client relationships. Its compensation is a low percentage of client assets, aligning incentives with protecting and growing portfolio value rather than selling specific products. It assists clients in developing and implementing plans tailored to their individual needs, serving as a personal financial guide.

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