Aeglewealth

Engaging with money – whether you have a lot or a little – can be stressful. A lot goes into wealth-building and as much goes into well-being; it is when the two intersect and work together that life is truly good. At AegleWealth, we believe money is the paint for your life canvas and a tool to help you achieve your deepest hopes and dreams. Based on each clients' individual life stage, business aspirations, long-term goals, and more, we work together to tailor workable plans that accommodate life today and pave the path toward realizing lasting financial wellness and independence. We also understand that life presents an ever-changing series of problems to solve. We rely heavily on Maslow’s Hierarchy of Needs as a reference point to frame client requirements and opportunities, believing firmly that the right solutions become intuitive when we begin to ask and prioritize the right questions. Founder Stefanie Crowe is a wealth advisory and banking veteran, as well as an entrepreneur and an angel investor. Stefanie spent over a decade with Bank of America/US Trust and has ample experience establishing and terminating trusts, settling estates and guiding investment portfolios within a variety of taxable and tax-deferred accounts. As a private banker, she's financed assets like homes, vacation homes, ranches, planes, yachts, and art, and has worked with clients that lead (and often own) public and private companies. In the she launched a trust division for a de novo bank, which sold in 2015. In 2014, she co-founded an angel fund investing in female-led start-ups in the Southeast. She has enjoyed a diverse and rich experience with highly accomplished clients. Along with advising clients, she loves to build organizations and power both emerging and established leaders who are highly enterprising and want to build a better world. Review disclosure about investment advisory services offered through Equita Financial Network: https://aeglewealth.com/disclosures-2/