Insights from the Specialized Professionals

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

Welcome to the team Lindsey!

In March, we welcomed Lindsey Roehl to the AEGIS Financial team. Lindsey previously worked as a Sales Supervision Principal at SII Investments for 4 ½ […]

New Requirement for All Clients | Trusted Contact Form

Effective February 5, 2018, we are required to collect a Trusted Contact for all clients.  FINRA Rule 4512 (Customer Account Information) has been amended to […]

Welcome to the team Brian & Tyler!

Welcome to the team Brian and Tyler! In December, we welcomed Brian Rogers and Tyler Streber to the AEGIS Financial team. Brian, a prior Engineer chose to take his career in […]