Who is Aegle?

Aegle is a lesser-known Greek goddess of radiant good health. Although concepts around health, healing and wellness are top of mind for health professionals, Aegle is our inspiration within finance. Engaging with money – whether you have a lot or a little – can be rife with stress, anxiety, confusion, fear and in some cases outright panic. A lot goes into wealth-building and a lot goes into well-being; when the two intersect and work together, life is good.

Our Mission

It is our mission to help clients create a workable plan that accommodates life today and puts them on the path toward realizing long-term goals. This means something different to everyone and is influenced by your age, your life stage, who depends on you financially, your business aspirations, your life plan and the legacy you want to leave behind.  Behavioral scientists will say success is built on everyday habits; we enjoy exploring habits and disciplines that integrate financial strategies with the way our clients live life, as the right habits and focus over time lead to cumulative success.

Our Vision

It’s our Vision to create a world where people feel financially and economically empowered; this is achieved through education and application of sound strategy and tactics. With knowledge and a resilient financial base, individuals and families are better positioned to realize their fullest potential and live their best lives.

Our Values

We believe money is the paint for your life canvas.  We value the life our clients wish to design and will work together to steward and grow the resources which allows them to realize this vision.  We value the dream and love to foster healthy ambition; smart, practical and well-coordinated financial strategies are the best means to accomplish any goal.

Leadership

Stefanie is a wealth advisory and banking veteran, an entrepreneur and an angel investor. Along with founding AegleWealth in 2020, she is a Co-Founder and General Partner with The JumpFund, an angel fund supporting female-led ventures in the southeast (founded 2014).

Stefanie spent over a decade with Bank of America/US Trust (and predecessor NationsBank) advising affluent families with wealth-building strategies to include trust and estate management, investments, private banking and charitable planning. The breadth of experience ranging from establishing and terminating trusts, settling estates, guiding investment portfolios within a variety of taxable and tax-deferred accounts, financing assets like homes, vacation homes, ranches, planes, yachts and art and working with clients leading (and often owning) public and private companies, has provided Stefanie remarkable experience with remarkable clients.

Full Bio