The Avenue Wealth Management Group

Comprehensive solutionswith a personal touch

Institutions

Your organization has financial planning needs and goals as unique as any individual investor. Employing a team effort, we will deliver tailored financial guidance through a relationship we will build based on your interests and unique needs. And we’re ready to collaborate with your organization’s directors, board members and other professional advisors – such as trustees, attorneys and CPAs – in order to ensure the concerns and expectations of everyone involved are met.

For years, we have assisted nonprofit and charitable foundations with investment counsel and strategic planning, and we’re ready to focus on your particular asset management needs to help develop a plan to maximize the efficiency and effectiveness of your cash reserves. We will also use the myriad resources of Raymond James to help position your portfolio for liquidity and minimized risk.

For more information on institutional consulting services, click here.




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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