A complete list of active advisors currently associated with Aries Wealth Management, LLC

Warmer can help you find a great advisor at Aries Wealth Management, LLC or one who fits your needs even better.

Aries Wealth Management serves individual and high‑net‑worth clients as well as trusts, estates, charitable organizations and business entities, offering asset management, comprehensive portfolio management, retirement plan consulting, and ad hoc financial planning and consulting. The firm manages discretionary portfolios using individual stocks and bonds, ETFs, mutual funds, options and private securities, and provides ongoing monitoring and advice for employer‑sponsored retirement plans. The firm emphasizes continuous, tailored account supervision with at least quarterly reviews and rebalancing, and integrates both fundamental and technical analysis across long‑term, short‑term and trading strategies; it also provides retirement plan services that can include ERISA fiduciary designations, investment policy assistance, and participant education. Cash balances are typically managed in conservative short‑term instruments to facilitate fee processing and liquidity, and the firm may use margin and option strategies—including covered calls and spreads—as part of portfolio management. Notable distinctions include the firm’s affiliation with accounting professionals—representatives are Certified Public Accountants and the firm refers clients to an associated accounting practice rather than providing in‑house tax or accounting services—which is uncommon among peer teams. The firm also has a licensed attorney and insurance representative on its roster, acts as trustee for certain client accounts (resulting in limited custody arrangements), and discloses specific practices for margin account valuation and option use that can materially affect account management and fee calculations.

To learn more about the advisors currently working at Aries Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.