Our sole purpose at Aegis Wealth Management is to provide integrated service to wealthy individuals and families. Such services frequently include: Asset Allocation and Portfolio Management Retirement & Financial Independce Planning Income Tax Consulting & Return Preparation Estate & Philanthropic Planning Education Funding Stock Option Planning Comprehensive Wealth Management. Because of the thorough, focused approach Aegis employs for wealth management, these services are best-suited for those families, trusts, charitable organizations, and institutions that have investable assets of $2 million or more. Understandably, each person has his or her own special set of circumstances, and the Aegis team believes that the cornerstone of their profession is service—so you are welcome to contact us about your personal situation.