Our Why

We believe that the more financially independent people are, the better the world will be. We are dedicated to helping you understand the impact of even small moves in order to maximize your financial resources in retirement. We accomplish this through education and research and this focus is at the core of everything we do.

Simply put: we are a client-focused team of professionals who value relationships; we want to help people.

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At Avery Wealth we deeply believe that each family can optimize their finances allowing them to achieve their most important goals. Our experience has taught us that focusing on three primary areas is key to families realizing financial success.

  1. The human element, which means having a deep understanding of what is important to you.
  2. A cohesive professional team including accounting, legal, and asset protection.
  3. A systematic process that ensures nothing is missed and your plan continues to evolve.

Your Team

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Wealth Manager

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Client Relationship Manager

How We Work With And For You

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Retirement planning today can be confusing and difficult. Understanding Social Security, pensions, and how to structure your life savings for retirement is key to having a successful experience. Unfortunately there is no free lunch, so each set of choices will result in pros and cons, as well as different tax outcomes.

We believe that in order for you to make the best decision for your family, it is crucial that the different scenarios are mapped out, so that you can understand the good and bad with each of the options. Once you are able to see the effects of your choices throughout retirement, you can then implement the option that best fulfills your core values.

Our process revolves around you and your needs. and our entire process revolves around a fiduciary relationship.

We are focused on sitting on the same side of the table as you, and putting your interests first. Because we are an independent registered advisory firm, there is no pressure to recommend proprietary products and conflicts of interest are limited.

Beyond A Fiduciary Relationship

In differentiating Investment Professionals, it is important to determine who they answer to. Is it to their clients or their firm? Many financial organization offer company owned products, such as mutual funds, annuities and or managed money platforms. Often times, they are paid more on those products or have bonuses based on the use of those products. Inevitably, it is easy for their interests to be more in line with their company, than with providing their clients with the best solution possible.

Avery Wealth is an independent registered investment advisor. With no added financial interest tied to providing one product over the other, our investment product universe is larger and remains strictly objective to tailor a customized financial solution that is in our clients’ best interest. We enjoy the freedom and flexibility to create a plan that best suits the unique circumstances and objectives of each of our clients. Because of this, we are free to present the best and most appropriate investments for your life–stage and needs.

For managing your financial portfolio, we offer a prudent approach based on our fiduciary relationship with you as your trusted investment advisor. Fiduciary duty is generally considered the highest legal duty one party can have to another. As a Registered Investment Advisor firm, we have a legal responsibility to always act in your best interests – and we take that responsibility very seriously.

Our History

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.

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