We build relationships based on trust and integrate strategies to meet specific needs.Learn More
The goal of our active management process is to provide consistency and improve the performance of our portfolio management.Learn More
Pursue your goals through lasting relationships and confidence.Learn More
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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
For many, retirement includes contributing their time and talents to an organization in need.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Why have the markets been so volatile recently?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The decision whether to buy or rent a home may have long-term implications.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If you died, what would happen to your email archives, social profiles and online accounts?
Women must be ready to spend, on average, more years in retirement than men.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.