The Avenue Wealth Management Group

Building a foundation of planning and research

Frequently asked questions

Q: Why did you transition to Raymond James?

A: We wanted to work with a firm that truly shares our belief that clients’ needs must come first, a firm that doesn’t “push” products. Second, we knew that by working with one of the largest independent financial services firms in the country, we’d have the tools and support necessary to provide our clients with comprehensive solutions. Finally, we liked that Raymond James puts more of an emphasis on personal attention and a higher level of service.

Q: Why did you change your name from TSD Capital Group to The Avenue Wealth Management Group?

A: We wanted a name more in keeping with the complete wealth management service we offer. In the work we do, we quite literally walk life’s avenue with each and every client we serve. And as time passes, other avenues of opportunity arise. So, whether you’re accumulating wealth and looking for avenues of growth, or retired and looking for avenues of distribution and protection, we’re ready – and able – to walk with you down the avenue that’s just right for you.

Q: Why is a balance sheet so important in regard to my investments?

A: Unlike an investment advisor or stockbroker who invests merely for return, we invest for specific purposes guided by a financial plan. A balance sheet helps us establish the purpose. This important document will ultimately serve as a blueprint for the construction of your financial plan through which we will work to build assets, shrink liabilities and manage risk.




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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