Knowledge Is Power

Aegis Wealth Management Inc. is an independent financial services firm helping individuals create retirement  strategies using a variety of investment and insurance products to custom suit their needs and objectives. 

Investment advisory services offered through Aegis Wealth Management Inc. 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit  or protect against loss in periods of declining values. None of the information contained on this website shall  constitute an offer to sell or solicit any offer to buy a security or any insurance product. 

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed  insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity  guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  Annuities are insurance products that may be subject to fees, surrender charges and holding periods which  vary by insurance company. Annuities are not FDIC insured. 

Any media logos and/or trademarks contained herein are the property of their respective owners and no  endorsement by those owners of Lisa Cassidy or Aegis Wealth Management is stated or implied. 

The information and opinions contained in any of the material requested from this website are provided by  third parties and have been obtained from sources believed to be reliable, but accuracy and completeness  cannot be guaranteed. They are given for informational or educational purposes only and are not a solicitation  to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for  financial decisions, nor should it be construed as advice designed to meet the particular needs of an  individual's situation. 

*1 Aegis Wealth Management, Inc and Lisa Cassidy do not offer tax or legal advice.

 *2 The information provided is not intended to be a substitute for specific individualized tax, legal, or  investment planning advice. Where specific advice is necessary or appropriate, Aegis Wealth Management  and Lisa Cassidy recommends that you consult with a qualified tax advisor, CPA, Estate Planning Attorney, or  investment manager. 

All tax and legal matters should be discussed with your accountant, attorney, or licensed professional. Our  Advanced Tax Planning is done in coordination with your licensed tax professional or tax professionals we  refer you to in order to ethically and legally minimize your tax burden on investment accounts. Our Proactive  Legacy & Estate Planning may involve the use of life insurance, annuities, and other insurance means, as well  as coordination with your attorney or attorneys you may be referred to for the examination, revision, or  creation of legal and estate planning documents.  Lisa Cassidy does not earn any direct compensation from  providing a referral service, and offers referrals to tax and legal professionals as part of our holistic planning  process to ensure our clients have complete plan