OUR VISION. OUR BELIEF.
We believe all aspects of your finances should be addressed at one time to ensure all our efforts to achieve your goals are working in concert.
The process we use to accomplish this is called the “ARIA Approach.”
Experience the ARIA Approach
Whether you are building a career or family, planning for a comfortable retirement or managing your retirement income, the ARIA Approach is designed so that you have a detailed, personalized plan to attain your financial goals with a clear path to maximize the likelihood of success.
Financial markets can be complex and volatile. Investors turn to an ARIA advisor for help with setting goals, tracking their progress, simplifying their financial life, and making intelligent investment choices. Experience what an ARIA Advisor can do for you.
Retirement / Benefit Plans
Offering a competitive benefits package is a key recruitment tool for small businesses. ARIA Wealth Management provides a robust benefits program that includes fiduciary and administrative services so you do what is best for your employees, and offset the strain on staff and liability of managing a benefits program on your own.
ARIA Wealth Management
With more than 70 years of combined industry experience, our ensemble approach offers you the benefit of a diversified group of trained and experienced professionals specializing in: Wealth Management, Retirement Plan Consulting and Administration, Personalized Investment Management, and Financial Planning.
Our collaborative approach ensures you understand your current condition and benefit from a personalized plan designed to ensure your peace of mind. It’s the peace of mind that comes from knowing your current financial condition, having clear financial goals, a plan to attain those goals and a supporting team to implement that plan for you.
Experience what it’s like when a dedicated team of specialized professionals work in harmony to accomplish one single objective – your financial success.
ARIA – “an elaborate melody sung with
accompaniment…normally part of a
Elizabeth Luna, AIF®
Director, Wealth Management
Elizabeth Luna is our director of wealth management who oversees the financial planning department and focuses on strategy implementation, account logistics and management.
Lawrence is responsible for managing the investment portfolios and making investment strategy decisions for the ARIA group.
Director, Corporate Retirement Service
Joe oversees ARIA’s Corporate Retirement Services program supporting plan sponsors with plan design, fiduciary compliance and administrative plan services.
Client Manger, Corporate Retirement Services
Gayle maintains the operations, administration and client relations for ARIA’s Corporate Retirement Services program.
Client Associate, Wealth Management
Lucy oversees the client service and administrative support for high-net worth clients.
Learn how we can help you reach your financial goals.