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

Wealth Management

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 Planning

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.

About Us

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

larger work”

Elizabeth Luna

Elizabeth Luna

Director, Wealth Management

Elizabeth oversees the financial planning department and focuses on strategy implementation, account logistics and management. 

Lawrence Pizzella

Lawrence Pizzella

Director, Investments

Lawrence is responsible for managing the investment portfolios and making investment strategy decisions for the ARIA group.

Joe Lawrence

Joe Lawrence

Director, Corporate Retirement Service

Joe oversees ARIA’s Corporate Retirement Services program supporting plan sponsors with plan design, fiduciary compliance and administrative plan services.

Gayle Phillips

Gayle Phillips

Client Manger, Corporate Retirement Services

Gayle maintains the operations, administration and client relations for ARIA’s Corporate Retirement Services program.

Lucy Medina

Lucy Medina

Client Associate, Wealth Management

Lucy oversees the client service and administrative support for high-net worth clients.

Services

Learn how we can help you reach your financial goals.

Retirement Income Planning

Investment Management

Estate

Planning

Philanthropic

Planning

CORPORATE

RETIREMENT

SERVICES

ARIA

Portfolios

Events

News

Schedule Your Free Consultation Today

Contact

1900 the alameda

1900 The Alameda, San Jose, CA 95126, USA
Headquarters, Individual Wealth
ARIA Wealth Management, Inc.
1900 The Alameda, 1st Floor, San Jose, CA 95126
1-888-914-0491
service@ariawm.com

100 church st sw, huntsville AL 35801, USA

100 church st sw, huntsville AL 35801, USA
Corporate Retirement Services
ARIA Wealth Management, Inc.
100 Church Street, Suite 125-G, Huntsville, AL 35801
1-256-705-5923
aria401K@ariawm.com