Aegis Wealth Advisors, LLC
Aegis Wealth Advisors, LLC
262 West Main St
Wales, WI 53183
262 West Main St
Wales, WI 53183
Toll Free Number: (877) 646-5450
Phone Number: (262) 968-5500
Web Address: www.aegiswealthadvisors.com
Phone Number: (262) 968-5500
Web Address: www.aegiswealthadvisors.com
A total Wealth Management Registered Investment Advisor firm
Our mission is to provide our clients guidance to help them optimize, preserve and protect their legacy assets. Aegis Wealth Advisors, LLC (AWA) is an independent Registered Investment Advisor (RIA) based in Delafield, WI that provides comprehensive wealth management services to private investors throughout the United States and abroad. As a Registered Investment Advisor, Aegis Wealth Advisors is regulated by the Wisconsin Department of Financial Institutions (WDFI), as well as other states in which we conduct business. We are required to adhere to stricter standards of fiduciary responsibility than required of a typical Wall Street brokerage firm.
As an independent advisory firm, AWA is not affiliated with any major brokerage house, giving us the freedom and objectivity to research a wider spectrum of investment vehicles that are most advantageous for our clients in either an up or down economic environment.
The Aegis Group was established in 1992 and has provided a variety of superior financial services to hundreds of individuals and their families. The evolution of the financial planning industry and our business model inspired us to create Aegis Wealth Advisors, LLC in August of 2005. Our focus is "Wealthcare". It's life-relative planning. And it's you-driven, not market driven. We offer personalized, fee-only investment management and consulting. Our customized portfolios, low fees, pressure-free services and frequent communication have resulted in a high level of client satisfaction and long-term business relationships.
Keywords: Investments, Financial Consulting, Life Insurance, Wealth Management, Estate Planning, 401k, IRA, Roth IRA, Financial Advisors
Our mission is to provide our clients guidance to help them optimize, preserve and protect their legacy assets. Aegis Wealth Advisors, LLC (AWA) is an independent Registered Investment Advisor (RIA) based in Delafield, WI that provides comprehensive wealth management services to private investors throughout the United States and abroad. As a Registered Investment Advisor, Aegis Wealth Advisors is regulated by the Wisconsin Department of Financial Institutions (WDFI), as well as other states in which we conduct business. We are required to adhere to stricter standards of fiduciary responsibility than required of a typical Wall Street brokerage firm.
As an independent advisory firm, AWA is not affiliated with any major brokerage house, giving us the freedom and objectivity to research a wider spectrum of investment vehicles that are most advantageous for our clients in either an up or down economic environment.
The Aegis Group was established in 1992 and has provided a variety of superior financial services to hundreds of individuals and their families. The evolution of the financial planning industry and our business model inspired us to create Aegis Wealth Advisors, LLC in August of 2005. Our focus is "Wealthcare". It's life-relative planning. And it's you-driven, not market driven. We offer personalized, fee-only investment management and consulting. Our customized portfolios, low fees, pressure-free services and frequent communication have resulted in a high level of client satisfaction and long-term business relationships.
Keywords: Investments, Financial Consulting, Life Insurance, Wealth Management, Estate Planning, 401k, IRA, Roth IRA, Financial Advisors
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Interview Q&A
How long have you been in business?
The Aegis Group was established in 1992 and Aegis Wealth Advisors, LLC was created in August of 2005.
What is your primary product or service?
As an independent advisory firm, AWA is not affiliated with any major brokerage house, giving us the freedom and objectivity to research a wider spectrum of investment vehicles that are most advantageous for our clients in either an up or down economic environment.
How do you differentiate yourself from other businesses in your category and area?
We believe the industry has overcharged for underperformance. We also believe the marketplace is vastly more sophisticated today because of the major bear market that we saw earlier in the decade. Investors are looking for a solution that embraces tax efficiency, broad diversification, the ability to grow over time and capture the returns of the capital markets-and that can do all this in a transparent manner and at a reasonable cost. We believe it's better to have a smoother road between when you begin investing and when you begin to harvest that investment. Our commitment to this method of investing allows us to sleep well at night knowing that we've really brought the highest-quality, state-of-the-art, cutting edge investment offerings and advice to our clients. Our message to our clients is clear: we're independent, we're in your corner, and our interests are perfectly aligned with yours.
Provide detailed directions to your location
If you are coming from the East (Milwaukee) Take I-94 West towards Madison & exit at HWY 83. Make a left at Hwy 83, go under the freeway heading South while trying to stay in the right lane. You will make a quick right at BP Amoco & PDQ gas stations at Sunvalley Dr. Go towards Target. Go past the strip mall on the left and you'll see four Williamsburge(Lang Style) buildings also on the left. Turn left into the second parking lot. Look for the US Postal Service Box and UPS Drop Box at the entrance of our parking lot. Come up the small hill toward the tree line and go left. You will see our new building with our sign above the door. Our complex is called Williamstown Professional Office Settlement. Aegis Wealth Advisors LLC is located in The Blair House at 383 Williamstown. Our direct line is 262-646-5450 If you are coming from the West (Madison) Take I-94 Eastbound & Exit at Hwy 83 & follow the directions above.
Who owns your company or runs daily operations?
Tim Stasinoulias founded Aegis Wealth Advisors, LLC, in August, 2005, after nearly two decades as an independent financial advisor counseling wealthy families, retirees, business owners, and senior executives on their investment, retirement, and estate planning matters. He has been associated with some of the giants of the financial planning industry, including Ameritas Acacia, AIG, The Advisors Group, ING, and Fortis, among others. Tim's broad background and expertise earned him several career achievements along the way. He became a Registered Financial Consultant (RFC) and member of the prestigious International Association of Registered Financial Consultants in 1995. This designation is maintained annually with over 40 credit hours of continuing education. Also, he earned the Certified Senior Advisor (CSA) certification in 2003, in order to better understand the planning needs of seniors and the growing tide of retiring baby boomers. A passionate desire to continue to learn and stay on the cutting edge of the wealth management industry led him to earn the Certified Wealthcare Analyst (CWA) designation in early 2006. Also, he is currently in the Accredited Wealth Management Advisor (AWMA) program, a precursor to the Certified Financial Planner (CFP) designation from the College of Financial Planning in Denver, CO. Tim is a frequent speaker before various professional and senior citizen groups. He also has conducted several financial education workshops for the general public and businesses. Currently, he is the financial columnist for Milwaukee Publication's Boomers monthly newspaper. Tim is a graduate of the University of Wisconsin-Milwaukee with a Bachelor of Science degree in Criminal Justice earned in 1979. He was born and raised in Milwaukee and is currently a resident of Waukesha County. A dedicated family man, Tim has been a member and supporter of various national & local organizations including the Waukesha County Estate Planning Council, Ahepa(American Hellenic Education and Progressive Association), Million Dollar Round Table(MDRT), Ducks Unlimited, Safari Club International, Wisconsin Tennis Association, and the Milwaukee Ballet.
The Aegis Group was established in 1992 and Aegis Wealth Advisors, LLC was created in August of 2005.
What is your primary product or service?
As an independent advisory firm, AWA is not affiliated with any major brokerage house, giving us the freedom and objectivity to research a wider spectrum of investment vehicles that are most advantageous for our clients in either an up or down economic environment.
How do you differentiate yourself from other businesses in your category and area?
We believe the industry has overcharged for underperformance. We also believe the marketplace is vastly more sophisticated today because of the major bear market that we saw earlier in the decade. Investors are looking for a solution that embraces tax efficiency, broad diversification, the ability to grow over time and capture the returns of the capital markets-and that can do all this in a transparent manner and at a reasonable cost. We believe it's better to have a smoother road between when you begin investing and when you begin to harvest that investment. Our commitment to this method of investing allows us to sleep well at night knowing that we've really brought the highest-quality, state-of-the-art, cutting edge investment offerings and advice to our clients. Our message to our clients is clear: we're independent, we're in your corner, and our interests are perfectly aligned with yours.
Provide detailed directions to your location
If you are coming from the East (Milwaukee) Take I-94 West towards Madison & exit at HWY 83. Make a left at Hwy 83, go under the freeway heading South while trying to stay in the right lane. You will make a quick right at BP Amoco & PDQ gas stations at Sunvalley Dr. Go towards Target. Go past the strip mall on the left and you'll see four Williamsburge(Lang Style) buildings also on the left. Turn left into the second parking lot. Look for the US Postal Service Box and UPS Drop Box at the entrance of our parking lot. Come up the small hill toward the tree line and go left. You will see our new building with our sign above the door. Our complex is called Williamstown Professional Office Settlement. Aegis Wealth Advisors LLC is located in The Blair House at 383 Williamstown. Our direct line is 262-646-5450 If you are coming from the West (Madison) Take I-94 Eastbound & Exit at Hwy 83 & follow the directions above.
Who owns your company or runs daily operations?
Tim Stasinoulias founded Aegis Wealth Advisors, LLC, in August, 2005, after nearly two decades as an independent financial advisor counseling wealthy families, retirees, business owners, and senior executives on their investment, retirement, and estate planning matters. He has been associated with some of the giants of the financial planning industry, including Ameritas Acacia, AIG, The Advisors Group, ING, and Fortis, among others. Tim's broad background and expertise earned him several career achievements along the way. He became a Registered Financial Consultant (RFC) and member of the prestigious International Association of Registered Financial Consultants in 1995. This designation is maintained annually with over 40 credit hours of continuing education. Also, he earned the Certified Senior Advisor (CSA) certification in 2003, in order to better understand the planning needs of seniors and the growing tide of retiring baby boomers. A passionate desire to continue to learn and stay on the cutting edge of the wealth management industry led him to earn the Certified Wealthcare Analyst (CWA) designation in early 2006. Also, he is currently in the Accredited Wealth Management Advisor (AWMA) program, a precursor to the Certified Financial Planner (CFP) designation from the College of Financial Planning in Denver, CO. Tim is a frequent speaker before various professional and senior citizen groups. He also has conducted several financial education workshops for the general public and businesses. Currently, he is the financial columnist for Milwaukee Publication's Boomers monthly newspaper. Tim is a graduate of the University of Wisconsin-Milwaukee with a Bachelor of Science degree in Criminal Justice earned in 1979. He was born and raised in Milwaukee and is currently a resident of Waukesha County. A dedicated family man, Tim has been a member and supporter of various national & local organizations including the Waukesha County Estate Planning Council, Ahepa(American Hellenic Education and Progressive Association), Million Dollar Round Table(MDRT), Ducks Unlimited, Safari Club International, Wisconsin Tennis Association, and the Milwaukee Ballet.
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