Thank You for Five Years

The end of summer was a blur as the youngest Crowe packed her bags and headed to college in Miami. People ask me how it feels to have an empty nest (it makes me feel old). The blend of feelings ranges from missing the small children who left random items like artwork, pencils, erasers, school notes, and birthday invitations strewn around the house to celebrating each new chapter of their lives as they become increasingly more independent, leave behind childhood clothing and toys, and launch to explore the world.

At the end of the summer, another wonderful milestone was crossed, albeit a bit more discreetly, yet with significance. AegleWealth, as a business, has passed through the five-year mark; I couldn’t be more grateful for the journey and the opportunity to work with amazing clients coast to coast.

A lot has happened in five years. Launching a business (and going independent) in the middle of a pandemic was daunting. In hindsight, the pandemic shifted how many of us work and made the transition out of a downtown corporate office smoother. Building an early business from a home office felt unexpectedly natural, and I was grateful for the structure while we all were limiting face-to-face engagement until the worst of the pandemic was behind us.  

Before founding AegleWealth, I spent a significant portion of my professional life in banking and financial circles, where it was clear that we were prioritizing transactions (and profits) over people. For the first twenty years of my career, my business had a local focus. But in the first few years after the launch of AegleWealth, it was exciting to see what I had hoped for become a reality—a chance to work with clients around the country.  

In the first half of my career, I enjoyed working with clients moving through their retirement years, assisting with estate planning, managing family trusts, and periodically managing a client’s estate. It’s been rewarding to now be able to work independently and from a place of purpose-with-profit. This can mean balancing services to include both high-net-worth clients as well as clients who aspire to grow wealth. In this new chapter, I enjoy working with a broad spectrum of clients, including entrepreneurs and young professionals who are not wealthy yet, but are learning about and implementing the proper habits and behaviors to grow a resilient wealth base over their lifetime.

It also means occasionally assisting someone who qualifies for pro bono consulting, in the hope of helping them move toward financial stability. AegleWealth has allowed me to lead by example in the spirit of “a business can do well by also doing good.” I no longer operate in a high-pressure corporate environment with its accompanying drive to meet annual sales goals or sell the newest IPO. It’s been refreshing to grow my business organically and focus on providing quality advice and great service to my clients. I feel that my clients appreciate that operating framework as well. 

I’m gratified by how much AegleWealth has grown in these initial years, mainly through referrals from clients and friends. This summer, we established a Google business profile, and we welcome your review! If there is anything we can do to enhance your experience, please let us know. Your success is our success.

As my family navigates into the new world of empty-nesting, it’s equally exciting to anticipate how AegleWealth will continue to grow and expand, building on the foundation laid over the past five years. Thank you for bringing me into your journey, and I thank you for being part of mine.