The Avenue Wealth Management Group

Building a foundation of planning and research

What makes us different

Our diverse team offers a wide range of experience and expertise; backgrounds ranging from accounting and banking, running small family businesses to a 401(k) specialist. The combination of our strengths, experience and individual areas of focus enables us to help each and every client we serve to be prepared for each particular avenue of wealth management.

Accumulate & grow

We strive to preserve wealth, achieve a reasonable rate of return, and counter the erosive effects of inflation and taxes. We know that a proper asset allocation among cash, equity, fixed-income and securities can be an effective way to pursue investment goals. We believe the formula for investment management should include the key components of skilled investment research, long-term planning and a well-managed professional relationship.

Protect & distribute

Making sure your money is there when you need it – especially in retirement – is our utmost goal. We also want to help ensure it’s protected for future benefit. Fortunately, we have the many resources of Raymond James available that can help us accomplish these important goals on your behalf. As you transition through the different financial lifestyles on the avenue of life, we’ll help you adapt your financial plan. This means you’ll be able to transition easily from accumulation to distribution, going from investing for growth to investing for income – as easily and seamlessly as possible.

Transfer & legacy

Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to charity, proper estate planning can help ensure that your assets accumulated over your lifetime are preserved for the use you have intended. We can offer financial strategies designed to efficiently manage the transfer of wealth from one generation to the next, and mitigate related tax issues. This includes the development of a plan for strategic gifting.

Asset allocation and diversification do not ensure a profit or protect against a loss.




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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