AegleWealth

AegleWealth Where wealth meets well-being, AegleWealth aspires to help clients achieve both. 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 pl

ans 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 2000's 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. How we work:
-Clarify life and business goals and objectives.
-Construct a paradigm or lens through which financial decisions are made.
-Navigate tactics, techniques, and structures that align with your strategy.
-Coordinate efforts with the various advisors on your team (tax, legal, banking, etc.) to optimize the plan, the execution, and the likelihood of success. Disclosure: Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name AegleWealth LLC.

A summer vacation is one of life's great joys, and like most good things, it is even better when it does not come with a...
06/24/2026

A summer vacation is one of life's great joys, and like most good things, it is even better when it does not come with a financial hangover in September. The key is treating your trip the same way you treat any other financial goal: decide what you want, estimate the real cost, and build toward it intentionally rather than reaching for credit when the time comes.

A vacation planned with intention is not a luxury. It is a meaningful investment in rest, connection, and the kind of well-being that makes everything else sustainable.

Are You the Millionaire Next Door?Building wealth is often less about what people see and more about the habits they don...
06/23/2026

Are You the Millionaire Next Door?

Building wealth is often less about what people see and more about the habits they don't.

In this month's blog, Stefanie reflects on the timeless lessons from The Millionaire Next Door and why the principles of disciplined saving, intentional spending, continuous learning, and long-term thinking remain just as relevant today as when the book was first published.

Whether you're early in your financial journey or enjoying the rewards of decades of thoughtful planning, these insights offer a powerful reminder that financial independence is often built quietly—one decision at a time.

Read more: https://aeglewealth.com/are-you-the-millionaire-next-door-timeless-lessons-for-building-wealth/

One of my favorite financial books of all time is The Millionaire Next Door, co-authored by Thomas J. Stanley and William D. Danko. When it was first published, I was early in my career, working in a trust department while pursuing my MBA. Having earned my undergraduate degree in anthropology, I was...

06/21/2026

International Yoga Day is a reminder that the practices we build into our daily lives, the ones that seem small and quiet, are often the ones that create the most lasting transformation. The same is true of financial well-being. Consistency, breath, and a steady return to your foundation are as powerful in money management as they are on the mat.

Both yoga and sound financial planning ask us to be present, release what we cannot control, and trust the process of long-term, disciplined effort. Small, intentional habits practiced regularly are what your future self will thank you for.

True financial freedom means the ability to make choices aligned with your values rather than driven by necessity. It lo...
06/17/2026

True financial freedom means the ability to make choices aligned with your values rather than driven by necessity. It looks different for everyone. For some it means eliminating debt. For others it is leaving a corporate role to build something independently or simply having the peace of mind that comes from a well-funded emergency reserve and a defined long-term plan.

Getting clear on what financial freedom means to you makes every other decision easier to evaluate. At AegleWealth, we work with clients to build strategies that honor both your balance sheet and the life you want to live. Learn more about how we work: https://aeglewealth.com/strategy/

In June, we celebrate the men who model what it looks like to show up, create a plan and build something that lasts. The...
06/15/2026

In June, we celebrate the men who model what it looks like to show up, create a plan and build something that lasts. The lessons fathers pass down about money, resilience, and responsibility often shape how we think about wealth for a lifetime.

Whether you are honoring a dad who taught you the value of saving or working to set that example for your own children, financial well-being is one of the most meaningful legacies a parent can build. From the team at AegleWealth, we wish all the fathers and father figures out there a day filled with gratitude and joy.

The stories we absorbed about money growing up do not have to define how we handle it today. Many of us carry inherited ...
06/10/2026

The stories we absorbed about money growing up do not have to define how we handle it today. Many of us carry inherited assumptions about scarcity, risk, or worthiness that quietly shape our financial decisions without our awareness. Awareness is where the shift begins, and when we examine where our money beliefs came from and ask whether they still serve us, we open the door to a financial identity that is genuinely our own.

Building financial confidence is not something that happens all at once. It is something you develop, one intentional decision at a time.

06/08/2026

At AegleWealth, we believe the right solutions become intuitive when we start asking the right questions. Where are you on your financial journey right now? Are you still building the foundation, navigating the middle stages of career and family, or approaching the deeper questions of legacy and purpose that come with financial security?

Each stage of life calls for a different approach and knowing which level of the pyramid you are working on makes each decision clear and more meaningful. Learn more about how we approach your evolving financial needs:

We value community as a facet of our financial strategy. Research points to five critical facets of well-being: career, ...
06/04/2026

We value community as a facet of our financial strategy. Research points to five critical facets of well-being: career, social, financial, physical, and community. When one area suffers, the others feel it too. The people we surround ourselves with, the networks we invest in, and the organizations we support all play a role in the kind of wealth that truly sustains us.

At AegleWealth, we see community as an investment that yields returns in resilience, opportunity, and meaning. Read more from Stefanie Crowe on how community-building connects to wealth and well-being:

https://aeglewealth.com/building-community-wealth-well-being-connection/

Community shapes more than our social lives—it influences perspective, resilience, confidence, and even how we experienc...
06/03/2026

Community shapes more than our social lives—it influences perspective, resilience, confidence, and even how we experience wealth and fulfillment.

In her latest blog, Stefanie reflects on the role community has played throughout her career and why meaningful connection may be one of the most valuable investments we can make in ourselves and others.

Read more:

As I write this, I’m riding an energetic high from a women’s leadership lunch hosted by The Women’s Leadership Collaborative, under the umbrella of The Women’s Fund of Greater Chattanooga, where the CEO-Elect of EPB presented to a packed house. Today, I experienced the joy of gathering with ...

Summer has a way of accelerating spending. Celebrations, home projects, and back-to-school planning all land within a fe...
06/02/2026

Summer has a way of accelerating spending. Celebrations, home projects, and back-to-school planning all land within a few short months, and it is easy for the budget to stretch in ways that were not part of the original plan. Rather than reacting at the end of the season, a mid-year spending check-in gives you the chance to course-correct while there is still time.

Pull up your numbers, compare them to where you expected to be at this point in the year, and identify one or two adjustments that will keep your long-term goals on track. Small, intentional recalibrations made now compound into real results by December.

Address

Chattanooga, TN
37405

Alerts

Be the first to know and let us send you an email when AegleWealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to AegleWealth:

Share