The Avenue Wealth Management Group

Comprehensive solutionswith a personal touch

Business owners

We will work with you to help you achieve a thriving business that’s built to last. You’ll find independent advice and the banking, lending and cash management services vital to your business or practice. Through Raymond James we can offer advisory services related to public offerings, mergers and acquisitions, and restructurings.

Our services include:

  • Banking and cash management*
  • Business lending*
  • Key person insurance
  • Asset management
  • Bonds and mutual funds
  • Insurance and annuities
  • Investment banking
  • Retirement plans
  • 401(k) plans
  • Profit sharing
  • Pension
  • Simplified employee pension (SEP)
  • Savings incentive match plan for employees (SIMPLE)
  • Defined benefit plans
  • Deferred compensation plans
  • Executive benefits planning

*Available through Raymond James Bank, which is an affiliate of Raymond James Financial Services, Inc.




The Avenue Wealth Management Group

WE’LL GET YOU THERE.

1360 Caduceus Way // Building 800, Suite 101 // Watkinsville, GA 30677 // T: 706.621.7550 // T: 404.717.6628 // TF: 866.651.7556 // Map and Directions

The Avenue Wealth Management Group is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Avenue Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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