Avery Wealth, Inc.

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Avery Wealth, Inc. Avery Wealth is a registered investment advisory firm focused on optimizing your financial future.

Avery Wealth was founded in 2003 in Jackson, Michigan by Dan Reese. We formed the firm with the goal of creating client-advisor relationships built on personal trust and integrity. At Avery Wealth, we serve our clients as an independent Registered Investment Advisor providing fee-based wealth management support to individuals, families, businesses, qualified retirement plans, partnerships and not-for-profits… those with a desire to establish and pursue their long-term financial objectives. We have adopted an approach to client service where the process is understandable and the resulting investment and wealth management strategies are customized to meet the needs of our clients.

Whether college is years away or coming up fast, paying for it takes planning. Our quick College Readiness Quiz can help...
10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.

Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist: https://averywealth.com/college-readiness-quiz/

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdr...
10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.

Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters: https://averywealth.com/insights/blog/the-roth-ira-conversion-why-how-to-use-this-strategy-in-your-retirement-planning/

10/21/2026

Does having more financial information actually make retirement decisions easier?

Someone believes interest rates will fall. Another person sees signs of a recession. Financial commentators offer competing opinions about where investments are headed.

Dan Reese points out that having more information doesn't necessarily give us more certainty.

It's natural to want answers about the future, particularly when your retirement savings are involved. But even confident opinions about the economy can turn out differently than people thought.

Dan discusses why he approaches financial commentary with caution and how investors can evaluate information before allowing it to influence important decisions.

How much attention do you give financial headlines when making decisions about your money?

Play the episode and share it with someone who follows market news closely. https://bit.ly/4yqVspt

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. B...
10/21/2026

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.

Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them: https://averywealth.com/insights/blog/5-common-business-exit-planning-mistakes-and-how-to-avoid-them/

Roth or traditional IRA? It may sound like a simple choice, but current contribution limits and factors such as your age...
10/17/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional non-deductible contributions may be available to your household: https://averywealth.com/calculator-roth-ira-traditional-ira/

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many respons...
10/14/2026

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many responsibilities is managing finances—it can be the difference between a thriving business and one that’s struggling.

Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run: https://averywealth.com/insights/blog/7-financial-planning-tips-for-small-business-owners/

Are you saving enough for retirement? A 401(k) is one of the most common ways Americans build wealth, but it can be hard...
10/10/2026

Are you saving enough for retirement?

A 401(k) is one of the most common ways Americans build wealth, but it can be hard to know if you’re on track.

Use this calculator to estimate how your savings could grow and what it might mean for your retirement. https://averywealth.com/401k-calculator/

Address

2727 Spring Arbor Road
Jackson, MI
49203

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 1pm

Telephone

+15177831695

Website

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