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Avery Dwyer CFP®Private Wealth Planner
Biography
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As a Private Wealth Planner at Generation Capital Advisors, I help individuals and families align their wealth with their values. Whether you’re navigating change, building a long-term plan, or facing complex financial decisions, I offer calm, collaborative guidance tailored to your goals.
My mission is to bring clarity and confidence to your financial life through thoughtful, personalized planning. I value trust, transparency, and education, so you always feel supported and empowered to move forward.
What sets me apart is the way I connect - with empathy, respect, and a deep sense of partnership. My process begins by learning your story to uncover what drives you and understand what truly matters most.
From there, we implement our Generation 360 planning process to organize your full financial picture, including investments, income, taxes, and estate planning, identifying both inefficiencies and opportunities. We then create a tailored strategy, integrating your key advisors, that aligns with your long-term aspirations.
I earned my B.A. in International Studies from Trinity College in Connecticut, graduating magna cum laude. I am currently a member of Trinity College’s Women’s Leadership Council and have supported community media for over a decade as a dedicated volunteer with a local nonprofit cable television station.
Outside of work, I enjoy music, creative pursuits, and travel. I play guitar, participate in a steel drum ensemble, and find inspiration through exploring New England and other cultures across the globe.
Let’s Build Your Financial Future Together
We invite you to get involved! Nominate a family or organization of a fallen solder and we will make sure they receive the support they need.
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