Institutional Client Desk
Connect with Our Advisory Team
Whether inquiring about corporate fractional CFO retainers, tax audit mitigation, or fiduciary estate governance, our partners are ready to assist.
Trusted Across Industries
Clients & Businesses We Work With
A selective roster of mid-market enterprises and high-net-worth families under the Aegis shield.
Meridian Logistics Group
Supply Chain & Freight
Apex Medical Technologies
MedTech & Devices
Sterling Properties Holdings
Commercial Real Estate
Horizon Capital Partners
Private Equity
Northbridge Manufacturing
Industrial & MRO
Vanguard Health Systems
Healthcare Network
Crestline Real Estate Group
Property Development
Pinnacle Hospitality Group
Hotels & Resorts
Summit Energy Corp
Energy & Utilities
Beacon Retail Holdings
Multi-Unit Retail
Atlas Construction & Dev
Heavy Construction
Orchard Food Brands
CPG & Consumer Goods
Meridian Logistics Group
Supply Chain & Freight
Apex Medical Technologies
MedTech & Devices
Sterling Properties Holdings
Commercial Real Estate
Horizon Capital Partners
Private Equity
Northbridge Manufacturing
Industrial & MRO
Vanguard Health Systems
Healthcare Network
Crestline Real Estate Group
Property Development
Pinnacle Hospitality Group
Hotels & Resorts
Summit Energy Corp
Energy & Utilities
Beacon Retail Holdings
Multi-Unit Retail
Atlas Construction & Dev
Heavy Construction
Orchard Food Brands
CPG & Consumer Goods
Direct Touchpoints
Headquarters & Inquiries
Our primary office is located in the heart of the financial district, with distributed regional CPAs across key economic hubs.
Executive Office
100 Financial Center Plaza, Suite 3400, New York, NY 10005
Direct Confidential Email
Fiduciary Confidentiality Protocol
All correspondence submitted to Aegis Wealth & Capital is safeguarded under strict CPA client confidentiality rules and attorney-client adjacent privilege where applicable.
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