Shawn Avery, Private Wealth Advisor serving the Wellesley, MA area - Ameriprise Advisors

Shawn Avery

CRPC®

Private Wealth Advisor
Franchise Owner
  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
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  • Introduce me

    If you know someone who has financial questions, please let them know about my practice.
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  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Staying focused on tomorrow’s goals

As a financial advisor, people may think I only work with money. But the most important part of my job is working with my clients and providing advice to help them reach their financial goals. What’s important to you is my priority. I’ll give you personalized financial advice to help make it through today’s challenges and stay focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Financial advice with your taxes in mind

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.

My videos

4 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)