Explore retirement beyond the numbers with a complimentary copy of the book by retirement life guru Barry LaValley. The mission of Aegis Wealth Advisors is to provide families with objective and insightful guidance to optimize and protect their financial future. 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. This website is a publication of Aegis Wealth Advisors LLC.
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. This website is a publication of Aegis Wealth Advisors LLC.
Services
Aegis Wealth Advisors provides a principled service that enables our clients to enjoy the confidence and peace of mind that comes from having their investments handled wisely and their financial lives organized. As a Registered Investment Adviser (RIA), it is our duty to uphold the highest legal standard of care, trust, and diligence for our clients.
Born and raised in working class Milwaukee family, Tim learned the value of hard work and community service from his parents. Tim's father was a small business owner and his mother was an insurance company underwriter. Both were active in their community, and reinforced the importance of quality education and a good work ethic.
Working from our offices in a restored farm house on HWY 83 in Waukesha County, Tim Stasinoulias and Aegis Wealth Advisors are honored to be recognized by Milwaukee Magazine and Five Star Professional as one of the Top Wealth Managers in the Milwaukee Metro Area since 2013. The National Ethics Association (NEA) helps business professionals build their businesses on a foundation of trust, ethics and best practices.
Achieving financial comfort, taking care of family, planning for a secure retirement, mitigating taxes, building a legacy. Design - Understand and clarify your life and financial goals - then create a tailored financial plan designed to help make your goals possible.
Build - Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.Protect - Provide discipline, perspective and guidance to help you stay focused on the long term and on track towards achieving what is most important to you.
Build - Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.Protect - Provide discipline, perspective and guidance to help you stay focused on the long term and on track towards achieving what is most important to you.
With tens of thousands of investments to select from -- and more appearing every day -- investors face an overwhelming and endless series of choices. But the real choice is clear and simple. An Asset Class Investing philosophy offers a prudent and strategic approach designed to help investors achieve their lifetime financial goals.
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