Aizer noun, ai-zer: A helper, ally, and strong friend

Equipping you with strategic
financial guidance to pursue a
lasting legacy across generations.

Our Services

Aizer Capital offers financial advice, consulting, and wealth management services through Aegis Capital Corp. These services include: 

    • Retirement Planning

    • Estate Planning Strategy

    • 529 Plans / Education Savings

    • Long Term Care Insurance

    • Special Needs Planning

    • Trust Services

    • Philanthropy & Legacy (Endowments, Foundations, Donor Advised Funds)

    • Starting a business 

    • Growing a business

    • Sell or buy a business 

    • Succession planning 

    • Qualified retirement plans

    • Corporate & Endowment Asset Management

    • Traditional & Alternative Investments

    • Impact & Value-Aligned Investing

    • Stock Plan Services

    • Professional Portfolio Management

    • Cash Management and Lending Products

    • Executive & Employee Financial Services

Arrangement of minimalist wooden and neutral-colored office supplies and decor on a light surface, including fabric swatches, a pen, sphere-shaped objects, a wooden tray, a bowl with a sphere inside, and a piece of paper.

Contact Us

Book a complimentary 15 minute phone consultation

All conversations are confidential

Direct: +1 (615) 557-2850‬


*By submitting this form, you agree to be contacted by Aizer Capital / a representative of Aegis Capital Corp. This is a solicitation for business. All information provided is confidential. Please use this link to view a full list of our disclosures.