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.

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 ta...
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/

Estate planning can feel like one of those things you know matters, but keep pushing off.That makes sense. It asks you t...
06/10/2026

Estate planning can feel like one of those things you know matters, but keep pushing off.

That makes sense. It asks you to think through your assets, your wishes, your family, and the people who may need to make decisions later.

Our Estate Planning Checklist can help you see what’s already handled and what may still need attention. https://pages.averywealth.com/BftIAG_resource?guidekey=estate-planning-checklist

College planning often starts with a simple question:"Are we prepared?"The challenge is that many families don't know th...
06/06/2026

College planning often starts with a simple question:

"Are we prepared?"

The challenge is that many families don't know the answer until costs start getting closer.

Take a few minutes to gauge your readiness and identify what may need attention. https://averywealth.com/college-readiness-quiz/

06/03/2026

Did you know that ESOPs may create stronger employee alignment?

It's not a coincidence. When your employees have a real stake in the outcome, they show up differently. And for business owners looking to exit, that dynamic can work in a powerful way.

ESOPs, employee stock ownership plans, let you gradually transfer ownership to your team while you start monetizing what you've built.

You stay involved as long as you want, your employees gain real ownership, and the company has every reason to keep performing.

Dan Reese breaks down how ESOPs work, why they tend to outperform, and what kind of company is the right fit for this structure. If you're a business owner who cares about what happens to your team after you exit, this clip is worth a listen.

Catch the full episode of Ramp Up to Retirement here: https://bit.ly/4dyCBSn

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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