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.

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

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

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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