AEGIS Cares is how we show our generosity, care, and love to you and our community. Serving people whether in our hometown, our own office, or our clients near or far is something we deeply believe in.

Community Involvement

Contact us if you would like to see us give back to a cause/organization that is near and dear to your heart.

Client Involvement

On February 20th, we hosted our 2024 AEGIS Financial Forum at the Best Western in Neenah! The event included Educational Breakout Sessions, a Dinner Buffet, and AEGIS’s Economic Forecast Presentation by President Bill Bowman, CPA followed by a panel of our Wealth Managers.

On Wednesday, November 8th, 2023 we held our annual Veterans Breakfast! The breakfast consisted of the presentation of colours by the local boy/girl scouts, the national anthem sung by our very own Courtney Deitte, and speaker Colonel Timothy Cody. Thank you all to attended our event.

On Tuesday, June 8, 2023 we had our semi-annual advisory council meeting. The team at AEGIS presented to the council different initiatives that are taking place at the office and received the council’s input and thoughts. After the dinner, we saw a local performance of the play “Leaving Iowa” at the Attic Theatre.

Team Involvement

Our team at AEGIS is committed not only to serving you but to serving each other as well. We take the time to grow as an AEGIS Family once a quarter by attending professional development day. These days contain some sort of training in the morning, followed by lunch and a fun team-building activity in the afternoon. We also celebrate holidays and each other’s birthdays in the office.

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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