Avery Wealth, Inc.

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.

Even if your portfolio looks good on paper, it can still feel off when the market gets shaky.Knowing how much risk you’r...
07/18/2026

Even if your portfolio looks good on paper, it can still feel off when the market gets shaky.

Knowing how much risk you’re comfortable with can make it easier to talk about whether your investment strategy reflects your goals and expectations.

Take the quiz to see how you approach investment risk: https://averywealth.com/risk-tolerance-quiz/

A longer retirement means more years to enjoy life, but it can also bring more years of expenses, healthcare costs, and ...
07/15/2026

A longer retirement means more years to enjoy life, but it can also bring more years of expenses, healthcare costs, and taxes to plan for.

For many women, that planning window may stretch even further, especially if they outlive a spouse and later have to manage retirement income and financial decisions on their own.

Longevity, retirement income, and taxes all belong in the same conversation.

See what may need more attention over a longer retirement: https://averywealth.com/insights/blog/why-tax-planning-can-be-a-women-and-family-issue/

A war, an oil spike, and a 9% pullback gave investors plenty to worry about.Then stocks rallied back to new highs, and t...
07/13/2026

A war, an oil spike, and a 9% pullback gave investors plenty to worry about.

Then stocks rallied back to new highs, and the S&P 500 closed the first half with a 10.2% gain.

The headline return only tells part of the story. Inflation pressures broadened, software moved against the market, and AI reached into value, international, and small-cap stocks.

See what six charts reveal about the market beneath the index: https://averywealth.com/insights/blog/market-commentary-top-charts-from-the-first-half-and-why-the-ai-wave-is-everywhere/

College planning is one of those things that can sit quietly in the background.Until it can’t.If tuition, housing, and f...
07/11/2026

College planning is one of those things that can sit quietly in the background.

Until it can’t.

If tuition, housing, and family contributions are starting to feel more real, our College Readiness Quiz can help you see where your plan may need another look. https://averywealth.com/college-readiness-quiz/

07/10/2026

Am I making estate planning harder than it needs to be?

That's a question worth asking before scheduling another meeting just to update documents.

Dan Reese explains why estate planning isn't really about paperwork.

The documents matter, but they're only the tools.

A key part of planning starts with understanding your goals, your tax strategy, and how today's financial decisions could affect both your retirement and the people who'll inherit your assets.

Did this change the way you think about estate planning? What's the first thing you'd want to review after hearing this perspective?

Play the full episode to hear the complete discussion, then share it with someone who's planning for retirement or updating their estate plan. https://bit.ly/4pg7Q9a

You’ve built your wealth over time.Deciding how and when to pass it on can be more complicated than it looks.A lifetime ...
07/10/2026

You’ve built your wealth over time.

Deciding how and when to pass it on can be more complicated than it looks.

A lifetime gift may help shift future growth to the next generation. An inheritance may offer different tax treatment. And in either case, family readiness matters.

The timing depends on more than generosity. It depends on control, taxes, basis, and what your family is prepared to manage. https://averywealth.com/insights/blog/to-give-now-or-give-later/

A Roth IRA and a traditional IRA can both help with retirement savings.But they don't work the same way.Taxes, income, e...
07/04/2026

A Roth IRA and a traditional IRA can both help with retirement savings.

But they don't work the same way.

Taxes, income, eligibility, and timing can all affect which option may fit your plan.

Use our calculator to compare your IRA contribution options before making the choice. https://averywealth.com/calculator-roth-ira-traditional-ira/

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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