facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Helping 401(k) Plan Sponsors Unlock the Full Potential of their Employee Benefits

Discover How We Help

blooming cactus in rocky desert

We Believe Every Business Has Potential to Increase in Value. 

This is why we’re happy to work closely with a diverse group business owners and their teams to identify ways to improve.

Every business is different and every owner has unique ambitions. Our goal at Aegis Wealth Partners is to guide entrepreneurs through the challenges of building the value of their company and preparing for an eventual exit from their business.

Whether you’re just focusing on growing your company or preparing to sell in the next couple of years, we take great care to understand what you’re looking to accomplish — and provide actionable strategies to get you where you'd like to be.  

Aegis Wealth Partners Logo

Here’s a Bit About How We Work

mind icon

Forward-Thinking Mindset

We believe progress and an open mind go hand in hand. As such, we actively aim to integrate new techniques and the latest technologies to improve your experience and move you closer to your goals.

comment icon

Involved, Personable Communication

Providing a high level of contact to business owners and their employees is key to helping us instill clarity every step of the way.

shield icon

Fiduciary Commitment

As a fiduciary, we uphold a high standard of integrity, where your best interest is paramount. We’ll always act in your best interests — and never a third party or our own.

handshake icon

The Utmost Respect

Everyone we partner with is treated with equal care and respect. It’s never about what’s in your wallet. We look forward to getting to know all of our clients and offering high-quality advice to each and every one.

cozy room with fern and laptop

Ready to Learn More?

Meet Your Team