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Your Personal CFO, Coach and Advisor

 

When you call Steve Ircha, Steve Ircha picks up.

 

Significant wealth brings significant decisions, and they rarely arrive on a schedule. A business offer on a Friday night. A market shock before the open. A family conversation you have been putting off for years. In those moments you do not need a phone tree, a rotating service team or a “we’ll have someone get back to you.” You need a seasoned advisor who knows you, your family and your goals, and who answers the phone.

 

That is the practice Steve Ircha has built over four decades. No call centers. No hand-offs to whoever is available. One relationship, built on trust, with a person who has seen every kind of market since 1986. It is a family-run practice: Steve and his wife, Jane, a registered representative holding the Series 7, 63, 65 and 66 licenses, own the office together, so you work with a husband-and-wife team who know you and your family personally.

 

Call Steve’s cell directly: 917-561-5288

 

 

 

One Relationship. Every Role You Need.

 

Your Wealth Management Coach

Portfolio strategy, fixed income and bond ladders, risk management and access to investment banking offerings, all designed around your goals and explained in plain English.

 

Your Financial Coach and Personal CFO

Cash flow, major purchases, the sale of a business, stock concentration, philanthropy and estate planning. Steve coordinates with your CPA and attorney so every piece of your financial life works together.

 

Your Life Coach

Wealth decisions are life decisions. Steve offers candid, experienced guidance through retirement, business transitions, sudden wealth, the loss of a spouse and preparing the next generation to handle money wisely.

 

A Trusted Friend

Someone who remembers your children’s names, knows what keeps you up at night and will always tell you the truth, even when it is not what you want to hear.

 

 

 

Forty Years of Perspective

 

  • Advising clients since June 1986, through every kind of market cycle.

  • Juris Doctor from Brooklyn Law School, bringing a lawyer’s rigor and healthy skepticism to every recommendation.

  • Harvard Business School Owner/President Management program.

  • Five Star Wealth Manager, 2014–2026.

  • Independent platform at Aegis Capital Corp., not tied to proprietary products.

 

 

 

Built for People With a Lot at Stake

 

  • Corporate executives and business owners

  • Founders after a liquidity event

  • Multi-generational families

  • Professional athletes and entertainers

  • Non-profit boards and endowments

 

 

 

What Direct Access Really Means

 

  • His cell number. 917-561-5288. Not a switchboard.

  • The same person every time. You will never have to re-explain your situation to a stranger.

  • Meetings on your terms. At our Bronxville office, at your home or office, or by phone.

  • Straight answers. Including “no,” when “no” is the right answer.

  • A partner for the long run. Many client relationships span decades and generations.

 

 

 

The Conversation Starts With a Phone Call

 

If you are ready for an advisor who treats your family’s wealth with the attention it deserves, call Steve directly on his cell at 917-561-5288. You can also reach the office at 914-361-1099 or email sircha@aegiscap.com.

 

Coaching refers to Steve Ircha’s personal, relationship-based approach to financial guidance; it is not a substitute for tax, legal or mental health advice. Investing involves risk, including possible loss of principal. Five Star Wealth Manager award criteria are described at the bottom of this page.

 

Securities offered through Aegis Capital Corp., Member FINRA/SIPC. Investment advisory services offered through Aegis Capital Corp., an SEC Registered Investment Advisor.

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Steve Ircha serves as the Senior Managing Director at Aegis Capital Corp., a securities firm.

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UACC NJ: A Heartfelt Thank You to Steve Ircha​

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UACC NJ: Steve Ircha at Aegis Capital Corp.

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Five Star Professional Spotlight

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Why Work With Us

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© Aegis Capital - 2026. All rights reserved. Securities offered through Aegis Capital Corporation, a registered Broker/Dealer. Member: FINRA and SIPC
Investment advisory services offered through Aegis Capital Corporation, an SEC Registered Investment Advisor.

Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC.

Please use this link to view Form CRS and General Disclosures | Aegis Capital (aegiscapcorp.com)


Insurance products are made available through, ACC General Agency, a licensed insurance agency. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.

The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. Prior to making any investment or financial decision, an investor should seek advice from a financial, legal, tax and other professional that consider all of the particular facts and circumstances of an investor's situation. The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.



Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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Check the background of your financial professional on FINRA's BrokerCheck

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Senior Helpline link - FINRA Securities Helpline for Seniors | FINRA.org

 

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Important Consumer Information: This communication is strictly intended for individuals residing in the states listed at the bottom of this web page.

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No offers may be made or accepted from any resident outside the specific state(s) referenced at the bottom this web page.

 

Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. 

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

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