Aegis Wealth Management, LLC

Thuong Pham is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with Aegis Wealth Management, LLC since 2016. Aegis Wealth Management provides discretionary and non-discretionary investment management, consulting, and employee contribution plan advisory services primarily to individual and high-net-worth clients. The firm manages approximately $174 million in client assets across 179 client relationships, focusing on goal-based financial advice and maintaining portfolios with an emphasis on fundamental, value-oriented equity selection within a diversified, long-term framework.

Christine Heckman is a financial advisor with Aegis Wealth Management, LLC in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Aegis Wealth Management since 2016 and is also the owner of Blue Harbor Retirement Plan Services, which provides employee benefit administration and related services. Aegis Wealth Management offers discretionary and non-discretionary investment management, consulting, and employee contribution plan advisory services primarily to individual and high-net-worth clients. The firm employs a value-oriented, long-term investment approach with an emphasis on equity exposure and risk management through cash allocations.

Matthew McMahan is a CFP®-credentialed financial advisor at Aegis Wealth Management, LLC with 10 years of industry experience. He has worked at several firms including Delta Capital Management and Vision Brokerage Services. Outside of finance, he owns Fresh Ice Vending, LLC, a company that supplies ice vending machines to Costco Wholesale. Aegis Wealth Management provides discretionary and non-discretionary investment management, consulting, and employee contribution plan advisory services primarily to individual and high-net-worth clients. The firm uses a value-oriented, long-term investment approach with a focus on equity exposure and risk management through cash allocation.