Picture the retirement you've always envisioned.

Quality time with loved ones and unforgettable memories that will be cherished for generations to come. The AEGIS tax-efficient financial life plan can help you turn that dream into a reality.

About Aegis

Our focus at AEGIS is to put you, the client, first and foremost. So not only do we create a financial life plan specific to you, but we do so with a tax-oriented strategy to limit the impact tax has on your financial life. With our expertise, we assure you that we can meet your financial objectives while minimizing your tax obligations. We navigate the complex tax system with ease and complete confidence, allowing us to deliver exceptional results.


Our Focus

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


Tax Planning should never be just a once-a-year activity. Our forward-thinking strategies are designed to reduce your taxes. We take the complex IRS Code, tailor it to you, and communicate our recommendations in straightforward terms allowing you to realize substantial additional gains in your overall investment performance.

Our Services

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.


President, Wealth Manager

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Contact Us

We’re happy to speak to you personally about your unique situation.

Oshkosh Office

530 N Koeller Street, Oshkosh, WI 54902

(920) 233-4650


Appleton Office

4351 West College Ave, Suite 110, Appleton, WI 54914

(920) 735-9800


Milwaukee Office

11414 W Park Place, Suite 202, Milwaukee, WI 53224

(262) 253-1695


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