Aegis Consulting Joins Commonwealth to Accelerate Growth

WALTHAM, Mass. ~ Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, has announced the addition of Aegis Consulting to its network of independent financial advisors. Aegis Consulting is headquartered in Jacksonville, Florida and is led by principals Michael Cirino and Alexander Harrison. The team consists of 11 advisors and additional support staff, bringing with them nearly $1.24 billion in client assets.

Aegis Consulting provides advanced fee-based financial planning, wealth management, and estate and business succession planning for high- and ultra-high-net-worth clients, family businesses, and salaried executives. The firm distinguishes itself through its "Aegis Method" which is a repeatable planning approach to advice, financial solutions, and implementing protection strategies for clients.

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Cirino stated that while their bias was to stay where they were after an extensive due diligence process it was clear that Commonwealth was the best choice for their clients, advisors, and staff. Harrison added that Commonwealth has the best blend of award-winning support, integrated technology, and independence which will make it easier for them to do business allowing their advisors to be more productive and spend more time servicing clients and building relationships.

Becca Hajjar from Commonwealth commented that the Aegis Consulting team is a group of highly successful professionals with an impressive caliber of clients and complex needs who will benefit from Commonwealth's advanced technology, streamlined operations, and suite of sophisticated solutions including Advanced Planning support for high-and ultra-high net worth clients.

Harrison concluded by saying that the health and longevity of their organization are paramount which is why they are looking forward to even greater success as they implement their new business plan with the help of Commonwealth.
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