Shawn Avery, CRPC

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

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If something feels off, pause before you act. Today’s scams can look surprisingly legitimate, making them harder to spot...
10/16/2026

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

Market losses can be difficult, but they may also create a tax-planning opportunity. Tax-loss harvesting can help offset...
10/14/2026

Market losses can be difficult, but they may also create a tax-planning opportunity.

Tax-loss harvesting can help offset realized gains by selling certain investments at a loss.

It’s a strategy that works best when considered within your overall investment plan, tax situation and long-term goals.

Potentially turn investment losses into tax-savings opportunities with this tax strategy.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
10/13/2026

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

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

The best financial conversations start with understanding where you stand today. OmniView® can help create a more comple...
10/12/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

Election headlines come and go.​Historically, long-term market performance has been shaped more by economic growth, earn...
10/09/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, we're here to help.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
10/08/2026

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

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

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future ...
09/30/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

The advice we provide is backed by more than experience and commitment. It's backed by a firm with the strength and reso...
09/29/2026

The advice we provide is backed by more than experience and commitment. It's backed by a firm with the strength and resources to help support clients for the long term.​

That's one reason we're proud that Ameriprise Financial was named No. 302 on the 2026 Forbes Global 2000 list.​

While recognition like this is meaningful, what matters most to me is helping my clients work toward their goals with confidence through personalized advice and a long-term relationship. ​

Thank you to our clients for the trust you place in us every day.​

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

09/25/2026

Doing the right thing for clients is always the right choice.

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends ...
09/22/2026

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

Explore potential market, sector and investing implications of the 2026 midterm elections.

Address

40 Washington Street Ste 250
Wellesley, MA
02481

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

Telephone

+17815917930

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