Insights

Guardian Partnership Aligned with Guardian Life and Park Avenue Securities, Aegis Wealth Partners can leverage the Guardian suite to cross-sell life insurance, retirement products, and estate planning solutions to current clients and new prospects.

Tech Enablement Limited technology stack presents an opportunity to implement modern CRM, marketing automation, secure client portals, and data analytics to attract new clients and streamline advisory workflows.

Local Market Potential The Connecticut location and boutique team size make Aegis well placed to capture local demand for retirement planning, estate conservation, and college savings guidance.

Growth Enablement Revenue range indicates a mid-sized advisory with scalable needs; opportunities exist to offer practice management, regulatory compliance tooling, and back-office automation to support expansion.

Competitive Positioning Positioning as a Guardian-affiliated boutique allows tailored client service and holistic planning, presenting a competitive edge against larger firms while offering access to Guardian's product lineup.

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	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.

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 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.Senior Vice President: L. J.. 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 ConsoleGoDaddy.

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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