Aries Wealth Management
Overview
Aries Wealth Management is a privately owned Registered Investment Advisory Firm based in Portland, Maine. The firm offers comprehensive wealth management services, including asset management, financial planning, and estate planning, tailored to meet the unique needs of each client. They adhere to the Fiduciary Standard, prioritizing the best interests of their clients. The firm's investment approach is collaborative and interactive, involving clients in the decision-making process to ensure alignment with their financial goals. Aries Wealth Management utilizes a range of investment vehicles, such as individual stocks, bonds, and exchange-traded funds, to construct diversified portfolios. They conduct regular portfolio reviews and rebalancing to maintain alignment with clients' objectives. With over 75 years of collective financial services experience, the team at Aries Wealth Management is well-equipped to assist clients in achieving their financial goals. They emphasize a personalized, client-focused approach, fostering long-term relationships built on trust and mutual respect.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Aries Wealth Management
What sectors does Aries Wealth Management invest in?
Aries Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Maine, United States. Aries Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Aries Wealth Management invest at?
Aries Wealth Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Aries Wealth Management invest in?
Aries Wealth Management invests across United States.
What companies has Aries Wealth Management invested in?
Aries Wealth Management's portfolio includes Portland Symphony Orchestra, Cheverus High School and Italian Heritage Center.
Last updated · Source: ConnectSafely investor database
