The mission of Aegis Wealth Advisors is to provide families with objective and insightful guidance to optimize and protect their financial future. As a Fiduciary Financial Adviser, it is our duty to uphold the highest legal standard of care, trust, and diligence for our clients…and always put the best interests of our clients first.
We encourage you to explore our website for more information about the values that distinguish us from many others in the financial services industry.
If you’re interested in pursuing your financial goals from an educational approach rather than a sales approach, then we encourage you to take advantage of a more thoughtful review of your retirement strategy. There is no cost or obligation.
Please call us at (262) 369-5200, email us at info@aegiswi.com, or click the “Contact Us” link to send us a message. We look forward to hearing from you.
Tim Stasinoulias – President
Fiduciary Financial Advisor serving the greater Milwaukee and Waukesha area
This website is a publication of Aegis Wealth Advisors LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Aegis Wealth Advisors LLC, is registered as an investment adviser with the state of Wisconsin. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a particular level of skill or ability. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the strategies presented. Aegis Wealth Advisors LLC is not engaged in the practice of law or accounting. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience. We are not responsible for information, services or products found on websites linked hereto. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and market conditions, may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk. There is no guarantee that a specific investment will be suitable or profitable for a client's portfolio. Similarly, there is no guarantee that a portfolio will match or outperform any specific benchmark.
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