AEGIS Team

530 N Koeller St

Oshkosh

,

WI

54902

About the AEGIS Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The AEGIS team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.

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Wealth Enhancement Welcomes AEGIS Financial

By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.

Resources from our team

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Team locations

Oshkosh, WI
530 N Koeller St, Oshkosh, Wisconsin, 54902
Appleton - W College Ave, WI
4351 W College Ave Suite 110, Appleton, Wisconsin, 54914
Milwaukee - W Park Pl, WI
11414 W Park Pl Suite 202, Milwaukee, Wisconsin, 53224

Current Clients

Contact this team via email or phone at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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