Aegis Wealth

Disclaimer:

Aegis Wealth Partners, LLC is based in Arizona.  As a fee-only financial planning firm and fiduciary, we work with individuals and families on their financial planning needs with specializations in the following areas: late-stage College Planning, Student Loan Repayment Advising, Tax and Estate Planning.  We also work with businesses in the area of succession and exit planning in addition to providing advice and construction of 401k plans and employee education seminars that best match the needs of the business and employees.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.