Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach.  A fee-only, independent firm, Aegis Wealth provides a fiduciary level of service from a multi-disciplinary team of wealth advisors few can match.  Our perspective is long-term, often multi-generational and focused on aligning clients' financial decisions with their broader life goals.  We coordinate all aspects of our clients' financial lives into an integrated plan that includes portfolio construction, income and estate tax planning as well as charitable planning.  Our long-standing client relationships are built on trust and nourished by ongoing communication and hands-on guidance.

Aegis Wealth

Paul Meloan

This department provides strategic direction and oversees the overall operations of the organization.

Executive Leadership

This department comprises high-level executives responsible for guiding the strategic direction and operations of the organization.

Aegis Wealth

Org chart

Teams

Executive Leadership

Leadership Group

Offices