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Independent Ideas. Experienced Advice. Confidence.

Partnership

We build relationships based on trust and integrate strategies to meet specific needs.

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Process

The goal of our active management process is to provide consistency and improve the performance of our portfolio management.

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Vision

Pursue your goals through lasting relationships and confidence.

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Understanding Avery Wealth Management

Welcome, we are Avery Wealth Management, a wealth management practice in Maryville, TN. We understand that it is difficult to achieve success if you don’t have the map to get there. Our objective is to help you pursue your goals. We accomplish this by building relationships based on trust, and engaging clients in collaborative, in depth discussions to clearly identify strategies that seek to achieve their goals in all market environments. Whether your goal is to grow and protect your assets for retirement, save for college, or leave a legacy for your family, our vision is to accomplish this through long-lasting relationships and peace of mind.

1020 William Blount Drive • Maryville, TN 37801

Phone (865) 233-3386 • mitch.avery@lpl.com

Helpful Content

Types of Stock Market Analysis

Types of Stock Market Analysis

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Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

A Brief History of Estate Taxes

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Use this calculator to better see the potential impact of compound interest on an asset.

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Estimate how much you have the potential to earn during your working years.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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A presentation about managing money: using it, saving it, and even getting credit.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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