Blue Anchor
Wealth Management
Wealth Management
Aegis Capital Corp.’s financial professionals have the knowledge and the experience to understand your needs and help you reach your financial goals. We work with you one-on-one to find solutions that fit your specific investment goals and style.
Educational Services
A 529 plan is an investment vehicle that allows you to save for future higher education expenses for your children with significant tax benefits for you. Recent legislation expands the types of expenses that qualify so the benefits are even greater. I will show you how easy it can be to implement 529 plans and put them to work for your family.
Insurance / Annuities
Aegis Capital Corp. operates a robust full service insurance department to help its financial advisors meet the insurance and risk planning needs of their customers and small business owners and executives, high net worth individuals, corporations and institutions.
Financial Planning with MoneyGuide
Financial planning with MoneyGuide, with power and guidance that lets you meet your goals.
Private Equity through SternAegis
SternAegis Ventures is the management team within Aegis Capital Corp. that is responsible for venture capital and private equity financing. We are committed to identifying and financing ventures that can potentially realize above-average returns for investors willing and able to accept above average risk.
Professional Money Management Utilizing RBC UP
RBC Unified Portfolio is an innovative
investment management program that
allows you to bring your investments
together in one account.
Retirement Plans
As part of our full service commitment to our customers, representatives of Aegis Capital Corp. are proud to offer our clients a full range of Retirement Plan Solutions. Our retirement plan services carry the same commitment to independence and transparency that is found throughout our firm.
Risk Management with Riskalize
Quantitatively pinpoint risk through Riskalyze, which offers technology, objectively calculates a client’s true tolerance for risk for client & portfolio risk alignment.
Getting started
Step One:
Schedule a Free Consultation
Step Two:
Meet for a comprehensive review of your current finances and future goals, and then implement a plan that helps you reach those goals.
Step Three:
Take comfort in knowing you’ve finally taken control of your financial future and that you have me in town to help keep you on track.
Blue Anchor 