Avery's successful career has spanned several economic cycles in his 25 plus years as an Investment Advisor. He specializes in formulating customized investment strategies with a main focus on capital preservation, growth and lower taxes.
Avery is committed to the ongoing monitoring of client accounts to maximize opportunities and ensure his clients objectives are met or surpassed. His many years of service and educational background makes him skilled at recognizing investment opportunities and market trends. This translates into a greater ability to focus on maximizing profits reducing tax while preserving capital.
Avery’s level of dedication and top notch attention to his individual client’s needs is unparalleled. He is very proactive and client centric; always striving to exceed client expectations.
As a dedicated husband and father, Avery knows what it means to be there for you in the long haul.