top of page

ARIS Wealth 

ARIS Wealth Management, LLC

ARIS Wealth Management, LLC is a national retirement income planning firm with offices just outside beautiful Raleigh, NC & Denver, CO.

We serve retirement and pre-retirement aged clients from all across the country through our virtual and secure internet-based planning process.

In 2007, we made the decision to move our practice to an online operation which now allows us to serve clients in all 50 states.

This has been a tremendously enjoyable and rewarding experience for us.  We are now able to bring a level of expertise and focus to clients all across the country, thereby enabling them to enjoy planning strategies that may not have otherwise been readily available in their local geographical market.

The plans we design are specifically structured to limit downside stock market volatility, while providing stable income and preservation of principal.

We encourage to watch this powerful video on 
The ARIS Lifetime Income Portfolio planning concept.

Screen Shot 2023-02-28 at 9.04.47 PM.png


Paul D. Spurlock, CRPC
Founder / President

Paul started his career in financial services in 2002 as 19- year-old college intern for  a large mutual insurance company.   After completing a 12-month internship and obtaining his insurance license, Paul made the bold decision to go independent and pursue a focus in annuities and retirement income planning.

In 2004 he obtained the prestigious Charted Retirement Planning Counselor designation from the College For Financial Planning in Denver, CO; and founded ARIS Wealth Management, LLC in 2005.  

He also obtained his Series 65 Registered Investment Advisor license and is proud to act in
a fiduciary capacity for his clients. 

Over the course of his career, Paul has developed numerous proprietary income planning and annuity laddering 
strategies that he has used to serve his national clientele of retirees.   With a focus on safety of principal and creating solutions for increasing retirement income while maintaining preservation of principal, Paul enjoys helping clients solve some of the most pressing retirement concerns that most individuals face. 

Paul’s income planning strategies are sought after by both consumers and fellow advisors alike, so in addition to serving his own personal 
client base,  Paul also provides mentoring and consulting services to hundreds of financial advisors nationwide who also seek to learn and offer Paul’s unique planning strategies and concepts to their  own clients.    Paul resides in Raleigh, NC with his wife, Leslie, and their 5 children.  

Business Meeting
Our Management Team
Paul D. Spurlock, CRPC
Founder & President

Phone: 303-928-1095

Jolee T Ferreira
Director of Client Services

Phone: 303-928-1085

Need more details?  Contact us today...

We are here to assist. Contact us by phone, email or via our social media channels.

bottom of page