Your needs change as your wealth grows.

  • For high-net-worth individuals and families, over time, it becomes increasingly important to have the right investment decision-making process in place– one that is fully aligned with your interests and that addresses the impact of tax on your wealth.
  • As a high-net-worth individual, it is crucial to stay informed about market conditions and economic trends as you face unique challenges and opportunities. At AEGIS Financial, we adopt customized advice and strategies to mitigate your tax obligations and meet your long-term wealth management goals.

AEGIS DISCOVERY GUIDE

Our comprehensive discovery exercises help to uncover crucial priorities that are often overlooked in the planning process – such as personal values and the legacy you envision for future generations.

Could a tax-efficient approach bring you closer to your investment goals?

Advice4Life

Check out our Quarterly Advice4Life Blog where we give you insights and case studies of how we’ve helped people just like you.

Better tax strategy, combined with unbiased independent advice, can result in a dramatic reduction in the cost of investing. This is vital for high-net-worth investors planning for the long term.

Mike Villeneuve

Wealth Manager

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

info@aegis4me.com

Appleton Office

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

(920) 735-9800

info@aegis4me.com

Milwaukee Office

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

(262) 253-1695

info@aegis4me.com

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