Shawn Avery, CRPC

Shawn Avery, CRPC Private Wealth Advisor at Ameriprise Financial Services, LLC

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Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
05/28/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last ...
05/15/2026

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last or just want a clearer plan for withdrawing assets, managing risk and taxes — I’m here to help.

Together, we can build personalized, retirement income strategies to support your goals and help your money last.

Ready to feel more confident about your future? Let’s talk.

https://bit.ly/4uIuPLe

05/14/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
05/07/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and...
05/01/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

If higher inflation has you concerned about your financial position, let’s connect. Wecan help you make sense of any per...
04/28/2026

If higher inflation has you concerned about your financial position, let’s connect. Wecan help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, fin...
04/27/2026

Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, financial crisis or COVID-19 pandemic. It’s difficult to predict the markets – do you let volatility affect how you invest?

Happy Earth Day! Whether you’re gardening, recycling, or simply enjoying the outdoors, here’s to doing a little good for...
04/22/2026

Happy Earth Day! Whether you’re gardening, recycling, or simply enjoying the outdoors, here’s to doing a little good for the place we all call home. 🌱🌞

Address

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Wellesley, MA
02481

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Tuesday 9am - 12pm
Wednesday 10am - 6:30pm
Thursday 10am - 6:30pm
Friday 9am - 12pm

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