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 | 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 […]

Inside Scoop | AEGIS Cares Q4 Giving Plan Results

This last quarter Bill and Shawnee shared the story of their daughter Mikayla and the struggles she went through. We decided as a team to […]

Inside Scoop | Welcome Baby Jaime

We are happy to announce that Chris Otte is a grandma. Congratulations Chris! Chris’s son Josh and her daughter-in law Shelly had their baby boy […]