Wealth Management in Bronxville, NY
Steve Ircha, J.D., Senior Managing Director at Aegis Capital Corp., has helped individuals, families, business owners and non-profit institutions in Bronxville and throughout Westchester County invest their money since June 1986. Our boutique, family-run office at 26 Paxton Avenue combines four decades of market experience with an independent platform, so every recommendation is built around your goals rather than a product shelf.
Talk with Steve directly: cell 917-561-5288 · office 914-361-1099 · sircha@aegiscap.com
Who We Work With
-
Affluent families and executives who want a personal CFO coordinating their investments, income and legacy plans.
-
Business owners and newly liquid founders who need to protect and diversify concentrated wealth.
-
Non-profits, endowments and charitable boards looking to manage reserve funds for yield and safety.
-
Professional athletes, entertainers and others with sudden wealth who want an experienced, skeptical advocate.
What Our Wealth Management Includes
-
Portfolio design and management across stocks, ETFs, mutual funds, REITs, money markets and CDs.
-
Fixed income, including municipal and U.S. Treasury bond ladders, corporate and convertible bonds.
-
Income investing designed to provide cash flow on a regular basis.
-
Insurance and annuities through Aegis Capital’s full-service insurance department.
-
Access to investment banking offerings that Aegis Capital brings to market, for qualified clients.
-
Legacy and next-generation planning, including beneficiary and Transfer on Death (TOD) designations, coordinated with your CPA and estate attorney.
Why Clients Choose Steve Ircha
-
40 years in the markets. Advising clients since 1986.
-
Legal training and business education. Juris Doctor from Brooklyn Law School and the Owner/President Management program at Harvard Business School.
-
Five Star Wealth Manager, 2014–2026.
-
Independent platform. Not tied to proprietary products.
-
Direct access. You reach Steve, not a call center.
-
Established custody. Accounts clear through RBC Correspondent Services, with SIPC and excess SIPC coverage.
Serving Bronxville and Westchester County
Clients meet with Steve at our Bronxville office in the heart of the village, and he is available to meet outside the office when needed. We work with families and organizations across Westchester County and beyond.
Start a Conversation
The best first step is a phone call. Reach Steve on his cell at 917-561-5288, call the office at 914-361-1099, or email sircha@aegiscap.com. You can also send a message through the form on our home page. See our FAQ for answers to common questions, or learn about retirement planning.
Securities offered through Aegis Capital Corp., Member FINRA/SIPC. Investment advisory services offered through Aegis Capital Corp., an SEC Registered Investment Advisor.
