Advisors at this firm
Jason V
Series 66
Portland, ME
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 M
Series 65
Portland, ME
Aries Wealth Management, LLC
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 W
Series 65
Portland, ME
Aries Wealth Management, LLC
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 D
CFA®
Portland, ME
Aries Wealth Management, LLC
Micah Davis Johnson is a CFA® charterholder with seven years of industry experience. He has worked at Aries Wealth Management, LLC since 2021 and previously at Vigilant Capital Management, LLC and Cribstone Capital Management. In addition to his advisory role, he is a Certified Public Accountant providing tax preparation and accounting services and holds a minority ownership in a firm investing in Maine small businesses. Aries Wealth Management offers discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental and technical analysis across a range of securities and emphasizes continuous portfolio supervision with regular reviews and rebalancing.