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 | Bill & Shawnee welcome grandchild #3

Baby Levi William was welcomed into the world on July 10th. Bill and Shawnee enjoyed a few days with their daughter, Alyssa and son-in-law Ben […]

Inside Scoop | 3rd Annual New Client & Referral Event

3rd Annual New Client & Referral Event The team at AEGIS Financial is excited to announce that we’re hosting our 3rd Annual New Client & […]

Inside Scoop | What’s new at AEGIS Financial

What’s new at AEGIS Financial… We are proud to highlight a number of our team members who are taking the next step to grow their […]