Avery Wade is our Tax Planning Associate, helping clients navigate the complexities of tax strategy and preparation. He integrates tax planning into the broader wealth management process, ensuring tax-efficient strategies align with clients’ long-term financial goals. Avery also collaborates with advisors on qualified charitable distributions, donor-advised funds, Roth IRA conversions, and other tax planning opportunities.
Outside of the office, Avery enjoys an active lifestyle and is always finding ways to build healthy habits—he’s a regular at the gym, loves playing basketball, and often takes his dog for walks through local parks and around scenic lakes. A music enthusiast and occasional musician, he also loves traveling with his family to the mountains of North Carolina, where they spend time hiking and enjoying the outdoors.
