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.

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.

05/20/2026

Well-being is about far more than money, and yet the two are deeply intertwined. Research points to five critical facets of well-being: career, social, financial, physical, and community. Achieving strength in a few areas while experiencing a deficit in others takes a toll on your overall health and fulfillment. You can hold an executive role and make a strong income while your health and relationships quietly suffer. Or you can struggle financially in ways that ripple into every other area of your life. At AegleWealth, we believe the goal is not to maximize one area at the expense of another but to build a financial foundation that supports a life that is genuinely sustainable and whole.

Read more from Stefanie Crowe:

https://aeglewealth.com/my-truth-about-wealth-and-well-being/

05/18/2026

Practicing gratitude has real, measurable benefits that extend well beyond how we feel in the moment. Grateful individuals tend to experience stronger relationships, greater resilience in the face of setbacks, better physical health, and a more grounded sense of self-worth. In financial life, gratitude shifts our lens from scarcity to abundance, from what we lack to what we have built. It deepens our motivation to make the most of our resources and supports the kind of long-term, disciplined thinking that leads to meaningful financial well-being.

Read more from Stefanie Crowe: https://aeglewealth.com/wealth-well-being-and-gratitude/

05/14/2026

One of the most clarifying practices a serially successful person cultivates is the ability to hold both optimism and honest risk assessment at the same time. Staying positive does not mean ignoring real challenges. It means identifying issues clearly, working toward solutions, and applying disciplined effort to reach meaningful outcomes. In financial planning, this balance matters enormously. The goal is not to pretend uncertainty away but to name it, plan around it, and move forward with intention and resilience.

05/12/2026

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. The shift begins with curiosity, not judgment. When you examine where your money beliefs came from and ask whether they still serve you, you open the door to a financial identity that is genuinely your own.

05/10/2026

Happy Mother's Day to the women who give so much of themselves every single day. The same care you pour into your family deserves to flow back to you, including in your financial life. Whether you are just beginning to build your foundation, navigating a transition, or planning the legacy you want to leave behind, your financial well-being matters deeply. Today, we celebrate you and the power you hold to shape not just your family's present, but its future. From the team at AegleWealth, we wish you a day filled with rest, gratitude, and peace of mind.

05/06/2026

We are all on a wealth journey. Life brings opportunity, and sometimes unexpected hardship too. Success involves building a financial foundation sturdy enough to manage and optimize. Investing in your own financial stability is not selfish. It sets an example for the people who look to you, opens the door to generosity when the time is right, and illuminates the path for others who are earlier in their own journey.

05/05/2026

May is a natural moment of momentum. Tax season is behind us, spring energy is in full swing, and the year is far enough along to take an honest look at our financial habits. Wealth building is a long-term prospect made up of daily, incremental decisions that compound into powerful results over time. Think of it like a marathon: there are days of visible progress to celebrate and days that require you to simply stay committed to the plan. The goal is not a dramatic overhaul but a steady, intentional step forward. Are you contributing enough to capture your full employer match? Could you increase your retirement contribution by even one percent this year? Small adjustments made consistently are what your future self will thank you for.

05/04/2026

When markets feel turbulent and headlines feel alarming, one of the most powerful things you can do is nothing reactive. History shows that global equity markets have maintained an upward bias even through economic and political upheaval. Prices respond to new information, and once that information is reflected in the market, investors can still expect positive returns. Discipline is not passive. It is a deliberate, practiced choice to stay the course when uncertainty is loudest.

Read more from Stefanie Crowe on why discipline is your greatest financial ally right now: https://aeglewealth.com/in-volatile-times-discipline-is-your-friend/

Past performance may not be indicative of future results. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful or that markets will act as they have in the past.

04/29/2026

At AegleWealth, we believe money is the paint for your life canvas. Our mission is to help clients create a workable plan that accommodates life today while putting them on a path toward their long-term goals. That looks different for everyone, shaped by your age, life stage, who depends on you financially, and the legacy you want to leave behind.

With knowledge and a resilient financial base, individuals and families are better positioned to realize their fullest potential and live their best lives.

Address

Chattanooga, TN
37405

Website

http://aeglewealth.com/

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