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

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.

06/26/2026

A strong financial plan should not feel like a stack of separate decisions.

Your investments, income needs, tax picture, and long-term goals all affect each other.

The 3-Lane Highway Approach looks at how those pieces work together, so your plan feels more connected to the life you’re actually building. https://averywealth.com/insights/blog/the-3-lane-highway-approach-to-financial-planning/

06/24/2026

Your first required minimum distribution is more than a retirement deadline.

It can affect when you withdraw, how taxes are handled, and how different retirement accounts work together.

Before that first RMD gets close, it helps to understand the rules and the choices that may come with them. https://averywealth.com/insights/blog/planning-for-your-first-required-minimum-distribution-in-retirement/

06/22/2026

The Fed held rates steady last week.

That part was expected.

What investors didn’t get was much of a roadmap.

Kevin Warsh’s first meeting as Fed chair left markets trying to read how the Fed may respond if inflation stays elevated.

Stocks recovered after the initial reaction, but the path forward still feels harder to read. https://averywealth.com/insights/blog/market-commentary-markets-test-but-dont-fear-the-new-fed-chair/

06/20/2026

Retirement confidence should be based on more than a gut feeling.

Your savings, expected expenses, and investment style can all shape the bigger picture.

Our Retirement Readiness Quiz can help you take a quick look at where you stand and what may need another look. https://averywealth.com/retirement-planning-quiz/

06/19/2026

No one wants important decisions left unclear.

Who receives what. Who manages the details. Who steps in if you can’t.

Those questions can get more complicated as your financial life grows.

This guide explains how wills and trusts can help bring structure to the people, property, and decisions that matter. https://averywealth.com/insights/blog/estate-planning-simplified-understanding-wills-trusts/

06/17/2026

Retirement spending can be harder to plan for than many people expect.

Fixed expenses are usually easy to list. The harder part is accounting for the discretionary spending, one-time purchases, and lifestyle changes that can add up once retirement begins.

A stronger spending plan starts with more realistic assumptions. https://averywealth.com/insights/blog/dont-blow-your-budget-tips-to-create-your-retirement-spending-plan/

06/17/2026

After selling your business, one of the biggest changes is that your wealth suddenly feels more visible.

You’re no longer looking at the value of a company you run every day. Now you’re seeing investments move up and down, sometimes daily.

That can be stressful, especially for someone who’s used to being in control. In this clip, Dan Reese talks through why the move from business owner to investor can feel harder than expected.

Listen to learn more on Spotify. https://bit.ly/4upsK6k

06/15/2026

The S&P 500 didn’t move much last week.

But that doesn’t mean the market was standing still.

While some big technology names cooled off, other areas of the market were holding up better than the headlines suggested.

For investors, that’s the part worth looking at more closely. https://averywealth.com/insights/blog/modest-sp-500-gains-mask-improving-market-breadth/

06/13/2026

It’s easy to focus on how much you want your portfolio to grow.

The harder question is how much risk you’re willing to take along the way.

Our Investment Risk Tolerance Quiz can help you better understand your comfort level, expectations, and investing mindset. https://averywealth.com/risk-tolerance-quiz/

06/12/2026

Social Security timing is more personal than many people realize.

Waiting can increase monthly benefits for some retirees. For others, claiming earlier may help address cash flow needs, survivor benefit decisions, or pressure on investments during a difficult market.

The key is knowing which scenario actually applies to you. https://averywealth.com/insights/blog/claiming-your-social-security-benefits-early-when-it-may-not-pay-to-wait/

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

http://www.averywealth.com/

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