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.

Roth or traditional IRA sounds like a simple choice.Then income limits, age, deductibility, and household details start ...
05/30/2026

Roth or traditional IRA sounds like a simple choice.

Then income limits, age, deductibility, and household details start getting involved.

The Roth IRA vs. Traditional IRA calculator helps you move past the general rule of thumb and compare which IRA contribution options your household may qualify for.

See what the numbers say before this year’s IRA contribution goes anywhere: https://averywealth.com/calculator-roth-ira-traditional-ira/

05/27/2026

What if one simple idea could make your business more attractive to some buyers?

That idea: Recurring revenue.

In this episode, Dan Reese shares a real example of a business owner who added a maintenance division with contracts. That one move created predictable income and made the company more appealing to buyers.

Buyers are not just looking at what you earned last year. They are asking what will happen next.

Consistent revenue answers that question.

If you are building toward an exit, this is one factor worth considering.

Listen to the full episode to explore more ways to strengthen your business. https://bit.ly/4nFsePS

The rally is real. The question is whether it’s telling the full story.Stocks have pushed higher for eight straight week...
05/26/2026

The rally is real. The question is whether it’s telling the full story.

Stocks have pushed higher for eight straight weeks, but the bond market is moving in the opposite direction. Higher yields are not just noise. They point to inflation pressure, shifting rate expectations, and changing demand for Treasuries.

This week’s Market Commentary takes the wider view: where momentum is still working, where pressure is building, and what to watch from here. https://averywealth.com/insights/blog/market-commentary-stocks-thriving-but-bonds-struggling-as-the-economy-experiences-inflationary-growth/

Retirement planning can feel abstract until you start putting real numbers behind it.Our 401(k) calculator helps you exp...
05/23/2026

Retirement planning can feel abstract until you start putting real numbers behind it.

Our 401(k) calculator helps you explore how your current savings, timeline, and contributions could affect your long-term retirement picture.

See where your current path may lead: 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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