Advisory services are offered through Aegis Wealth Management, LLC, a registered investment adviser.
Our Client Relationship Summary describes the relationships and services we offer to retail investors, the fees and costs involved, applicable conflicts of interest, and more.
View the Aegis Wealth Management Form CRS (PDF) →Advisory services are offered through Aegis Wealth Management, LLC. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Neither Gurman Wealth Management nor Aegis Wealth Management, LLC, is engaged in the practice of law or accounting. Only Jake McGowan is registered as an Investment Adviser Representative.
Content should not be regarded as a complete analysis of the subjects discussed and should not be viewed as an offer to buy or sell the securities discussed. It is intended for informational purposes only and does not represent tax, legal, estate planning, or investment advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
All insurance and investment strategies have the potential for profit or loss. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio.
Always consult with a licensed insurance professional who is qualified to evaluate your specific circumstances and to offer a professional opinion with respect thereto. Insurance and annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.
Projections are based on assumptions that may not come to pass. Projections do not reflect the impact that fees and inflation will have on the hypothetical results. These figures do not represent the performance of Gurman Wealth Management or any client.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
Testimonials were provided by current clients of Gurman Wealth Management. No compensation was provided for their testimonials. The firm has an incentive to engage clients who have had a positive experience with the firm to provide these testimonials. There is no guarantee that another individual's experience will be the same as the client providing this testimonial, and no guarantees of performance or success are offered.
Endorsements were provided by persons with knowledge of Gurman Wealth Management's services. No compensation was provided for their endorsements. No guarantees of performance or success can be inferred from this individual's endorsement on behalf of the adviser.
Stock photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients. Photographs shown on the About Us page are of the firm's own team members.