Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Your Responsibility as Our Client | AEGIScoop

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 […]

AEGIS Cares | AEGIScoop

AEGIS Cares Q2 Giving Plan For our Second Quarter Giving Plan, we participated in Leadership Oshkosh’s Trivia Night held on May 20th. This event helped […]

What’s New at AEGIS Financial? | AEGIScoop

Growing in Oshkosh (Video) Click on the Image Below to see an update on our Oshkosh Office Expansion! Forbes Recognition! We are excited to announce […]