Our Story
Aries Wealth Management is a unique, privately owned registered investment advisory firm located in downtown Portland, Maine.
Partners Jason Viola and Laurie Latham set out to build a different kind of investment advisory firm. They established an environment for success — a bright, comfortable space to welcome and support their clients — that allows them the time to put their clients’ needs first without the distractions of a larger corporate agenda.
With more than 75 years of collective financial services experience, the team at Aries is well suited to help you with your asset management needs. They utilize comprehensive portfolio management services, and apply various methods of objective analysis to help you determine the best way to invest your money. The Aries team tailors their investment and financial planning strategies around the unique needs of each of their clients and takes a personalized, collaborative, and interactive approach to achieving clients' goals.