Aegis Wealth Management, Inc.

Aegis Wealth Management serves individual investors (including high‑net‑worth clients) as well as institutions and retirement plans, providing broad financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm operates with a multi‑team advisor structure and offers both project‑based planning engagements and ongoing asset‑management services.

Aegis implements portfolios primarily by supervising third‑party sub‑advisers and model portfolios — naming GeoWealth, Foresight, Howard Capital, and Portfolio Medics in its disclosures — while those sub‑advisers handle day‑to‑day trading, billing, and back‑office functions. The firm also offers direct indexing strategies, uses AI‑based tools (including meeting recording and transcription with an opt‑out option), and reviews client accounts at least annually under discretionary authority with client‑provided customization options.

What distinguishes Aegis from many peers are several business and marketing practices disclosed in its brochure: its marketing materials include hypothetical performance scenarios and client testimonials, and the firm uses paid promoters for referrals. The brochure also highlights operational and conflict‑of‑interest details that prospective clients may wish to consider, such as disclosures about AI‑related risks, a stated fee split with Portfolio Medics, and that some associated persons are dually licensed insurance agents who may receive commission compensation.