.svg)
Avery Dwyer CFP®Private Wealth Planner
Biography
.svg)
As a Private Wealth Planner at Generation Capital Advisors, Avery helps individuals and families align their wealth with their values. Whether clients are navigating change, building a long-term plan, or facing complex financial decisions, she offers calm, collaborative guidance tailored to their goals.
Avery's mission is to bring clarity and confidence to clients' financial lives through thoughtful, personalized planning. She values trust, transparency, and education, so clients always feel supported and empowered to move forward.
What sets Avery apart is the way she connects - with empathy, respect, and a deep sense of partnership. Her process begins by learning each client's story to uncover what drives them and understand what truly matters most.
From there, she implements the Generation 360 planning process to organize clients' full financial picture, including investments, income, taxes, and estate planning, identifying both inefficiencies and opportunities. She then creates a tailored strategy, integrating clients' key advisors, that aligns with their long-term aspirations.
Avery earned her B.A. in International Studies from Trinity College in Connecticut, graduating magna cum laude. She is currently a member of Trinity College's Women's Leadership Council and has supported community media for over a decade as a dedicated volunteer with a local nonprofit cable television station.
Outside of work, Avery enjoys music, creative pursuits, and travel. She plays guitar, participates in a steel drum ensemble, and finds 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.
.avif)
.avif)
.svg)
