Cast Your Vision for
Advice for Life.
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.
VALUED CLIENTS. PERSONAL EXPERIENCES.
Our Focus
Those who see the most value from a tax-oriented comprehensive plan include:
TAX AND PERSONAL WEALTH
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
Contact Us
We’re happy to speak to you personally about your unique situation.
Appleton Office
4351 West College Ave, Suite 110, Appleton, WI 54914
Milwaukee Office
11414 W Park Place, Suite 202, Milwaukee, WI 53224
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