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Now Serving the Fox Cities!

Visit us at our new Appleton location:
4351 West College Ave, Suite 110
Entrance on S Nicolet Road to Lawrence Street

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Boost the value of every dollar your business earns.

See what we help business owners accomplish.

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Get an unbiased second opinion.

As an independent practice, we can provide objective advice to help mitigate taxes, costs and manage risk.

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The AEGIS Tax Gap Analysis

Find out how much more you could be earning.

 
 
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BUSINESS OWNERS

You own a business.

PROFESSIONALS

You have built up your wealth over the course of your career.

CORPORATE EXECUTIVES

You are a corporate executive.

Check the background of this firm on FINRA's BrokerCheck

As wealth grows, so does the impact of tax.

Tax plays a part in every individual aspect of your financial picture - so why is it an afterthought when it comes to your financial strategy?

Increasingly over time, tax can diminish the value of every dollar you earn, save and give away. For this reason, our focus is to integrate tax strategy not only into your investment plan, but into all aspects of your wealth.

The intended results

  • Enhance the value of your investments while managing risk
  • Preserve more of your wealth through transitions and through retirement
  • Optimize your cash flow for each life stage

How much could you save with a tax-oriented wealth plan?

10 Advantages of a Tax-Efficient Wealth Plan

If the value of a dollar can be cut in half by tax, the value of a wholly tax-efficient investment and wealth plan can be remarkably high. This is the opportunity we create for our clients.

William Bowman, CPA
President, Wealth Manager

Who sees the most benefit?

Those who see the most value from a tax-oriented comprehensive plan include:

How can you potentially earn more while managing risk? We’ll show you where the inefficiencies are in your portfolio.

Questions We Often Hear

Couldn’t find your answer? Send us your question and we’ll reply within a day.

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.

Advice 4 Life

As we look back at 2020, it was a year we would mostly like to forget. A global pandemic, an economic shutdown, an emotional and […]

Your Responsibility as our Client

To keep your financial plan current, we ask that you provide us timely updates on changes in your personal information, contact data, and any life […]

Investment Review Appointments

We are committed to completing an investment review with you at least annually. During each review, the team at AEGIS Financial will attempt to schedule […]

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