Aries Wealth Management

A Maine native, Jason is a graduate of Bentley University, where he received his Bachelor of Science degree in finance. He has spent the majority of his career in the role of vice president for both UBS Financial Services (six years) and TD Wealth Management (nine years).

In his previous professional endeavors, Jason gained a broad range of experience in investment management and financial planning, while creating strong relationships with his clients and colleagues.Jason is a past Trustee and past Chairperson of the Finance Committee for the Portland Symphony Orchestra.

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.

Aries Wealth Management strictly and proudly adheres to the United States Security and Exchange Commission's Fiduciary Standard. 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.

With many choices available for custody provider of client assets, the team at Aries put significant thought and effort into choosing Pershing, a BNY Mellon company. Safety of assets is paramount when working with a custodian, and Pershing has been the gold- standard for safety for over 75 years.

Many of the most complex financial institutions in the world have chosen to work with Pershing because the institution's success is measured by one simple benchmark: client success.In an ever-changing marketplace and through times of global instability, the Pershing team has been trusted, tested and proven to protect their clients' interests while providing them with the most innovative solutions possible.

Our open-architecture, unbiased approach is based upon research from a number of different investment firms. We tailor your investment solution based on your specific goals, and employ an active management strategy for a large portion of your portfolio, while achieving additional diversification through passive strategies.