• (801) 545-8706
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SIMPLICITY IS THE ULTIMATE
SOPHISTICATION

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PLAN.

INVEST.

RETIRE.

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INDEPENDENCE

Who We Are

With significant wealth comes great opportunity, as well as an increasing complexity of choice-especially with respect to who you entrust to share your financial and personal aspirations.

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Why Independence Should Matter to You

With no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

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Know Your ABC’s and CFP®’s

Medical professionals have gone through rigorous training. So should your advisor.

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Complementary Consultation

From A Certified Financial Planner
Professional




Aegis Wealth Group

9125 Monroe Street (150 West), Suite A, Sandy, UT 84070

Phone: (801) 545-8706
Fax: (877) 366-7120

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC Copyright 2014. All Rights Reserved.

The LPL registered representatives of Aegis Wealth Group may only discuss securities or transact business with persons who are residents of CA, ID, SC, UT. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.