Aries Wealth Management — Contact Email, Phone & Team

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

Portland Symphony OrchestraCheverus High SchoolItalian Heritage Center

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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.