Alex Dinamarca

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Our mission is to provide our clients guidance to help them optimize, preserve and protect their legacy assets. Our firm, Aegis Wealth Advisors, LLC (AWA) is an independent Registered Investment Advisor (RIA) based in Delafield, WI that provides comprehensive wealth management services to private investors throughout the United States and abroad. We are not affiliated with any major brokerage house, giving us the freedom and objectivity to research a wider spectrum of investment vehicles that are most advantageous for our clients in either an up or down economic environment. Our focus is "Wealthcare". It's life-relative planning. And it's you-driven, not market driven. We offer personalized, fee-only investment management and consulting along with life insurance solutions. Our customized portfolios, low fees, pressure-free services and frequent communication have resulted in a high level of client satisfaction and long-term business relationships.