Your Wealth

You want to know your wealth is not only preserved, but enhanced. At Avery Wealth, we concentrate on all aspects of your wealth management: preservation, enhancement, transfer, protection and charitable giving.

Wealth Preservation

The goal of wealth preservation is to produce the best possible investment returns consistent with your time frame and tolerance for risk. This is the primary area of focus for most financial advisors. As a wealth manager, investment management is the foundation of the value we provide for you, but not all we provide for you.

Wealth Enhancement

Wealth enhancement is about tax mitigation: minimizing the impact of taxes on your investment returns while ensuring the cash flow you need. We work with you to minimize this impact and maximize your return.

Wealth Transfer

Effective wealth transfer is all about taking care of heirs: finding and facilitating the most tax-efficient way to pass assets to your loved ones in ways that meet your wishes with minimal difficulty and cost.

Wealth Protection

Wealth protection includes all concerns about protecting your wealth against catastrophic loss, potential creditors, litigants, children’s spouses and potential ex-spouses and identity thieves–in short, ensuring that your assets are not unjustly taken.It also means as wealth managers we oftentimes address controlling risks through business processes, employment agreements and buy-sell agreements, as well as restructuring various assets and considering legal forms of ownership–such as trusts and limited liability entities–that help put your wealth beyond the reach of creditors and other parties who may seek to take it. 

Charitable Giving

As you look outward beyond your own families to the world at large, we’re here to help you if you desire to make meaningful gifts to charity in the most impactful way possible.

Charitable giving comes with its own unique set of challenges—from selecting the appropriate means of giving (such as direct gifts, donor-advised funds or private family foundations), to selecting causes and specific organizations that will have the biggest impact.  As a wealth manager, we help you navigate the charitable planning process.

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