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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Business Cycle
How will you weather the ups and downs of the business cycle?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five phases to changing unhealthy behaviors.
Good employee health can be great for the company’s bottom line.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Even low inflation rates can pose a threat to investment returns.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
All about how missing the best market days (or the worst!) might affect your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?