Aegis Wealth Advisors, LLC

Aegis Wealth Advisors, LLC Financial Advisor, Investment Manager, and Retirement Specialist serving the Milwaukee and Waukesha area. Markets may be volatile, but our values are steadfast.

Aegis Wealth Advisors was founded with the vision of providing outstanding wealth management – based on trust, integrity, professionalism, discipline, and partnership. We offer a unique and valuable service that enables our clients to enjoy the confidence and peace of mind that comes from having their investments handled prudently, and their financial lives organized and simplified. We work closel

y with our clients through a consultative process to help them grow and protect their wealth, and achieve their financial goals with cost-efficiency and reliability. We are dedicated to serving our clients with integrity and are committed to the following principles:

Honest, transparent, and open communication
Highly responsive, professional, first-class service
Unbiased, expert, and timely advice
Dedication to the belief that "our clients' interests always come first." As a fully independent financial advisor, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. In fact, as a registered investment advisor, we have a legal fiduciary obligation to act in each client's best interests. We care deeply about helping our clients achieve their goals, and endeavor to provide them with the highest-quality service and guidance. If you are looking for a personal Chief Financial Officer who will take the time to build a custom financial strategy for you and your loved ones, and maintain a relationship with you over time, then I encourage you to get started right away. The first step is often the most difficult, but we know you will have no regrets. Please call us at (262) 369-5200 to schedule an introductory meeting. There has never been a better time to take care of your financial future. I very much look forward to hearing from you. Sincerely,

Tim Stasinoulias – Founder
[email protected]

01/23/2025

✍️ Happy National Handwriting Day! 🖋️ Take a moment to put pen to paper and celebrate the art of writing by hand. What’s the last thing you wrote? 📝✨

Disconnect to reconnect. It's time to unplug and unwind with these simple strategies.
01/21/2025

Disconnect to reconnect. It's time to unplug and unwind with these simple strategies.

Ready to tackle your next home makeover without breaking the bank or your schedule? 💡 Here's how to save time and money:...
01/19/2025

Ready to tackle your next home makeover without breaking the bank or your schedule? 💡 Here's how to save time and money:

Create a budget and stick to it 💰
DIY simple updates for a fresh look 🛠️
Measure everything twice to avoid costly mistakes 📏
Repurpose and reuse to give old pieces new life ♻️

Struggling to become a morning person? Waking up earlier can set the tone for a more productive day, but it’s not always...
01/16/2025

Struggling to become a morning person? Waking up earlier can set the tone for a more productive day, but it’s not always easy! Check out these tips to help you rise and shine.

01/14/2025

Happy National Organize Your Home Day! 🏠✨ Today is the perfect time to declutter, tidy up, and create a space that sparks joy and boosts productivity. Start small, stay motivated, and enjoy the calm of an organized home!

Weekend brunch plans? Check! This Cinnamon Monkey Bread recipe from Trader Joe's will be an instant hit!
01/13/2025

Weekend brunch plans? Check! This Cinnamon Monkey Bread recipe from Trader Joe's will be an instant hit!

While jetting off to Europe might be a dream, the United States is home to a surprising number of towns that offer faraw...
01/11/2025

While jetting off to Europe might be a dream, the United States is home to a surprising number of towns that offer faraway flair without any need for a passport. So, get ready for a whirlwind tour of Europe without the jet lag! - [email protected]" rel="ugc" target="_blank">https://content.essentialengine.com/european-escapes/?wpcf-email=[email protected]

01/10/2025

Happy National Houseplant Day! 🌱🪴 Today we celebrate the leafy friends that brighten our homes, purify our air, and bring us joy. Take a moment to show some extra love to your green companions!

Decluttering can be so satisfying, but it can also lead to a bit of regret—like when you realize the jeans you just dona...
01/07/2025

Decluttering can be so satisfying, but it can also lead to a bit of regret—like when you realize the jeans you just donated are suddenly back in style. We've all been there! The good news is, there are plenty of items you can let go of and never look back.

It’s all about finding those little moments that fill up your cup! ✨ What helps you recharge and feel your best? Let us ...
01/05/2025

It’s all about finding those little moments that fill up your cup! ✨ What helps you recharge and feel your best? Let us know your go-to ways to refresh and refuel!

Let's make every day count this month.
01/03/2025

Let's make every day count this month.

01/01/2025

Happy New Year 2025! 🎉✨ Here's to new beginnings, cherished memories, and dreams that come true. May this year bring you joy, health, and endless opportunities. Let's make it the best one yet!

Address

1208 State Road 83
Hartland, WI
53029

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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