About Us

At Emery Wealth Management, everything we do is deeply personal because we understand that your financial success directly impacts the life you're able to live and the legacy you'll leave behind. Once you become our client, we work tirelessly to cultivate a relationship built on trust, understanding, and unwavering commitment to accomplishing all of your financial goals.

Building A Legacy Of <br/>Trust & Dedication

Building A Legacy Of
Trust & Dedication

Emery Wealth Management is more than just a name; it represents a legacy of trust and dedication in the financial services industry. Our founder, James Friery, has been a guiding force in this field for over 43 years. While the firm name 'Emery Wealth Management' was adopted two years ago, James has been an independent investment and financial advisor for more than four decades. His extensive experience and unwavering commitment to clients have shaped the foundation of our firm.

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Our Proven Approach
To Planning

At Emery Wealth Management, our approach is designed around building lasting relationships with our clients, guided by the values of trust, integrity, and personalized service.

Initial Meetings

We begin with several initial meetings to establish the right fit for both parties. These discussions are crucial in understanding your needs and determining how we can best serve you.

Data Gathering

Once we establish a mutual fit, we move into data gathering. This involves a thorough assessment of your goals and current assets, laying the groundwork for a personalized financial plan.

Implementation

With a clear understanding of your objectives, we implement tailored strategies designed to help you progress toward your financial goals.

Monitor & Review

Our commitment doesn't end with implementation. We continuously monitor and review your financial plan, making adjustments as needed to keep you on track.

Meet Your Planner

James Friery

CEO/Founder

As the owner and financial advisor at Emery Wealth Management, my primary responsibility is working with clients to help them reach their financial goals while managing risk. I specialize in non-qualified accounts and tax strategies aimed at increasing returns. With over 43 years of experience in the financial services industry, I've developed a deep understanding of the complexities involved in financial planning...

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Take The First Step

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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