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.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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.
It's important to understand how inflation is reported and how it can affect investments.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here's a breakdown of how the federal government spends your tax money.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
With alternative investments, it’s critical to sort through the complexity.
Are you ready for retirement? Here are five words you should consider.
Do you know these three personal finance sayings?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If you died, what would happen to your email archives, social profiles and online accounts?