Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Inside Scoop | New York City Financial Landmarks

New York City Financial Landmarks Kristie Hennes, Director of Operations for AEGIS Financial, recently was traveling with her daughter MacKenzie for her veterinary school interviews.  […]

Inside Scoop | A plan for all season

The momentum of a fresh start makes the new year an ideal time to get things in order in your life and your finances. Schedule […]

Inside Scoop | Mike serving outside the U.S.

The first week of November Mike Villeneuve, Client Service Associate II, participated in a mission trip to Comendador, Elias Pina, Dominican Republic through St. Raphael […]