About Us
We are Fiduciaries
As a Registered Investment Adviser, it is our duty to uphold the highest legal standard of care, trust, loyalty, and diligence for our clients. Our team of experts will always put our clients interests and assets first.
We are Independent
We are not obligated to any brokerage house or investment bank, but we do not work alone. Our client-first business model provides the freedom and objectivity to provide a far wider spectrum of investment and financial planning analysis. Our strategic partnerships provide us with leading technology and research led by some of the brightest minds in investments, planning and tax strategy.
Evidence Based - Not Guesswork
Let data bring you peace of mine. Taking an evidence-based approach to building, protecting, and managing your portfolio is what we do. We believe investment decisions should be based on facts and data, not speculation.
We Utilize a World Class Custodian
Invested assets are principally held with a 3rd Party Custodian, Charles Schwab & Co., Inc., to provide the peace of mind of account safekeeping, accurate record keeping, monthly reporting, and 24 hour online access.
We are Comprehensive
Design. Build. Protect. From personal discovery to identify elements of your life that will shape the design of your custom financial strategy, to building that custom plan with clear objectives and attainable action items to reach your goals, with ongoing communications and check-ins to help protect your plan and help you measure your progress and adjust as needed.
Awards & Recognition
Milwaukee Magazine - Top Wealth Managers
Five Star Professional Website
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.
Client Appreciation Events
Retzer Nature Center Christmas Party, Carolers, and Planetarium Show
We celebrated the holidays with our clients this year at the Retzer Nature Center in Waukesha. The evening started with a cocktail hour, appetizers, and self guided tour of the nature exhibits (including live birds, reptiles, and fish). Everyone was then treated to an authentic Greek dinner buffet with more salads, entrées, and desserts you could possibly sample. Once everyone got settled into dinner, a troop of 30+ Christmas Carolers from Arrowhead Union High School provided an incredible holiday musical performance. To top off the evening, we enjoyed a private star gazing show at the Charles Z. Horwitz Planetarium, and even had a Santa sighting in the winter sky ;-)
Ten Chimneys Estate Tour and Luncheo
Who knew we once had Broadway royalty living in our own backyard. Alfred Lunt and Lynn Fontanne are widely considered the greatest acting team in the history of American theatre, and their estate in Genesee, WI has become a historical landmark and tourist destination. Many Hollywood greats went to spend time (and refine their craft) with the Lunts at Ten Chimneys, and the clients of Aegis Wealth Advisors had the opportunity to walk in their footsteps with a private tour and luncheon at the estate.Golden Mast Dinner with
Acclaimed Retirement Speaker Barry LaValley
Acclaimed retirement speaker Barry LaValley provided the entertainment while our clients enjoyed dinner & cocktails at one of Lake Country’s finest restaurants, Weissgerber's Golden Mast on Lake Okauchee. Barry LaValley’s seminars are world renowned, and it was a pleasure to have him speak in such an intimate setting. Barry combines a unique perspective on retirement filled with helpful information, audience interaction, humor, and the motivation to live retirement to the fullest.
Preparing for the Expected
How Insurance Deductibles Work
