Our Purpose, Our Services
Aries Wealth Management is a privately owned Registered Investment Advisory Firm.
Our Obligation
Aries Wealth Management strictly and proudly adheres to the United States Security and Exchange Commission’s Fiduciary Standard. Upon approval from the SEC, their correspondence to us included the following:
“Welcome to registration with the U.S. Securities and Exchange Commission. We are pleased to inform you that the SEC's Secretary has issued an order declaring your registration as an investment adviser to be effective. As an investment adviser you must conduct your business in accordance with the requirements of the Investment Advisers Act ... Principal among these is the obligation you have to act in the best interests of your clients.”
Our Services
Comprehensive Wealth Management
We're collaborative.
At Aries Wealth Management, we take a comprehensive approach to investment advice and wealth management that encompasses asset management, financial planning, and estate planning. We consider the tax sensitivity of your investments, whether it be establishing a capital gains budget annually, or advising on distributions from tax-deferred vehicles. The Aries team establishes an open line of communication with you, your attorney, and your CPA to ensure all your investment strategy is aligned with your goals. These relationships help us understand your current financial life.
Based on the information gathered in the discovery phase, Aries Wealth Management delivers a full spectrum, comprehensive financial plan to you that is designed to meet your personal investment and broader financial goals. We create a custom portfolio for each client that includes individual stocks, bonds, and exchange traded funds, and review the portfolio with you on at least a quarterly basis. As a result of our reviews, we rebalance your portfolio to ensure it continues to align with your stated goals and objectives.
From the start, we collaborate with the other key professionals in your financial life to help you achieve your goals.
Personalized Investment Advice
We're interactive, visual.
Aries Wealth Management specializes in individualized investment advice. Because we are not bound by portfolio management restrictions that traditional investment advisors may adhere to, we have the opportunity to be far more interactive with our clients and can provide guidance on specific investments. As part of this unique service, Aries Wealth Management clients have the opportunity to place reasonable restrictions on the types of investments held in their portfolios.
We offer and encourage formal financial planning for each of our clients. Aries Wealth Management gives you the opportunity to learn more about investment and financial strategies in our one-on-one meetings. During our meetings, we will present you with real-time information and potential outcomes in a hands-on, interactive process so that you can have a significantly better understanding of how your decisions today can help you meet your life-long financial goals. Think of it as a 'visual learning' experience. We have found this approach to be extremely effective in the planning process.