# ARIS Wealth Management S.A.

ARIS Wealth Management S.A. is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Address:** United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** https://ariswealthmanagement.com

## Regulatory record

- **Reports private funds:** No

## About

ARIS Wealth Management, LLC is a national retirement income planning firm with offices near Raleigh, NC, Denver, CO, and Post Falls, Idaho. It serves retirement and pre-retirement clients nationwide through a virtual planning process. Plans are structured to limit downside stock market volatility while providing stable income and preservation of principal. Its flagship concept is the ARIS Lifetime Income Portfolio.

## Sectors

- Family Office
- Multi Family Office
- United States

## People

- Paul D. Spurlock — CRPC — Founder / President
- Jolee T Ferreira — Director of Client Services
- Steven R. Hoak — Senior Advisor / Retirement Income Specialist

## Questions

### What type of firm is ARIS Wealth Management S.A.?

ARIS Wealth Management S.A. is a multi-family office.

### What services does ARIS Wealth Management S.A. provide?

ARIS Wealth Management S.A. provides national retirement income planning services.

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Last updated: 2026-08-11T15:06:04.815Z

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