Broker Check
Aegis Wealth Partners
1291 Boston Post Road Suite 101
Madison, CT 06443
(203) 318-7070
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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Brett M. Amendola has successfully leveraged his more than two decades of experience at some of the world’s largest investment firms, he has attracted successful financial industry professionals to work side-by-side with some of the...

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Dave has been in Financial Services for 20 years. He holds Series 7, 63, 65 & 26 licenses along with his life & health and property & casualty licenses. He works closely with individuals, families and business owners to help them...

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Raymond H. Bovich, CFA

Chief Investment Officer/Senior Partner

(203) 318-7015

(203) 318-7069

Ray brings over thirty years investment and financial experience to AEGIS. Over the course of his career, Ray has worked with institutional investors, investment management firms and individual investors. As Managing Director, Ray is...

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Kim Welch has over 25 years of experience in the insurance and financial services industry helping individual and business owner clients mitigate financial risks, create and sustain legacy assets and complete tax effective estate plans...

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Lauren Ametrano manages the Life New Business Underwriting at Aegis Wealth Partners. In this position Lauren processes Life applications as well as coordinating with underwriting and field representatives from the point of submission...

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Chad comes to Aegis Wealth Partners with over 15 years of experience in the financial services industry. He holds his Series 6,63, Life and Health, and Property and Casualty licenses. Chad works closely with business owners and their...

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Coming Soon

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Steven Buczek

Financial Representative

(203) 394-1065

(203) 318-7069

Coming sooon

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Joseph Lombardi's passion for helping people protect what they have comes from his own life story. Having experienced firsthand the devastating effect that having no disability income insurance, life insurance or long term care had on...

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Debra Raccio

Head of Agency Underwriting

(203) 318-7035

(203) 318-7069

Debra Raccio supports new business for Life New Business Underwriting at Aegis Wealth Partners. In this position Debra processes Life applications as well as coordinating with underwriting and field representatives from the point of...

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Kimberly Saltus

Financial Professional, Vice President

(203) 858-7371

(203) 318-7069

Creating Possibilities… Kimberly Saltus joins Aegis Wealth Partners with 28 years of sales and sales management success with IBM and Xerox. She creates the space to help her clients achieve financial balance. By asking questions...

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Johnny's practice is built on a foundation of providing objective. honest, and precise strategies. The work he accomplishes with his clients is based solely on providing tools to help them attain their financial goals and aspirations,...

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Michael Connell

Financial Representative, Vice President

(203) 314-8206

(203) 318-7069

Coming Soon

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