SEC CRD #801-64004
Comprehensive Wealth Management — Aegis Wealth Who We Are The Aegis Experience What We Do Insights Contact Us Client Login Holistic Advice, Fiduciary Relationship Simplifying Financial Complexity Wealth makes life complicated. Engage us to help you untangle your financial safety net. Delivering Personalized Care Our relationships are built on trust and governed by a fiduciary standard of care. Our Approach Our boutique services are ideal for business leaders, successful professionals, family stewards, retirees, and their families. Our job is to resolve your most vexing financial challenges and align your wealth with your greater goals. Plan We analyze financial assets and interests… all of them. Build We craft a tailored financial plan for you, aligned with your goals. Sustain We track your progress to ensure that your plan fits your reality. Enjoy With your wealth cared for, you can savor life.
PAUL MELOAN
CHIEF COMPLIANCE OFFICER
📞 (301) 664-2313
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AUM
$744M
Location
BETHESDA, MD
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