Aries Wealth Management, LLC

Jason Viola is a financial advisor at Aries Wealth Management, LLC in Portland, ME, with 17 years of industry experience. He holds a Series 66 designation and has been with Aries Wealth Management since 2015. Outside of his advisory role, he is a managing member of commercial real estate entities in Maine. Aries Wealth Management provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to build individualized portfolios and emphasizes continuous supervision with regular reviews and rebalancing.

Victoria Morin is a financial advisor at Aries Wealth Management, LLC in Portland, ME, holding a Series 65 designation with two years of industry experience. She has worked at Aries Wealth Management since 2021 and previously held positions at Whole Foods Market, TD Bank, and the University of Connecticut. Morin is also a licensed life and health insurance producer in Maine. Aries Wealth Management provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive portfolio management incorporating financial planning and retirement plan consulting, using a blend of fundamental and technical analysis across a range of securities and investment strategies.

Timothy Woodhouse is a financial advisor at Aries Wealth Management, LLC in Portland, ME, holding a Series 65 designation with nine years of industry experience. He previously worked at Cribstone Capital Management and Acadia Trust. Outside of his advisory role, Woodhouse serves on the finance committee of Shalom House Inc., a nonprofit organization in Portland. Aries Wealth Management provides discretionary and non-discretionary investment management and consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm builds individualized portfolios using a range of securities and employs a blend of fundamental and technical analysis with active trading strategies, emphasizing continuous supervision and regular portfolio reviews.

Micah Davis Johnson is a CFA® charterholder with eight years of industry experience. He has worked at Aries Wealth Management, LLC since 2021 and previously was employed at Vigilant Capital Management, LLC and Cribstone Capital Management. Johnson is also a Certified Public Accountant and provides tax preparation and accounting services outside of his financial advisory role. Aries Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering asset management, portfolio management, retirement plan consulting, and financial planning. The firm uses a combination of fundamental and technical analysis across various investment strategies and maintains tailored, ongoing account supervision.