Aegis Wealth Management, LLC. is an independent financial planning, wealth management and retirement planning firm in Scottsdale, Arizona. We specialize in helping individuals build and preserve their wealth. In addition, we help small to mid-sized companies manage their 401(k) retirement plans and pension plans. We have been serving our clients for over 20 years.
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Aegis Wealth Partners, LLC., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment tools, strategies, and professional partnerships so we can help protect our client’s lifestyle for a lifetime.
Please feel free to explore this site to gain a better understanding of our financial planning firm and how we help our clients plan for and meet their financial goals.