The Avenue Wealth Management Group

Comprehensive solutionswith a personal touch

Private family wealth

There is a unique avenue one must walk when seeing to the legacy of family wealth. Over the years, we’ve had the privilege of helping many clients manage significant family assets through careful, long-range planning and thoughtfully considered goals.

With the vast wealth management resources of Raymond James at our disposal and the experience and knowledge to properly apply them, we can assist you in everything from managing your assets across multiple portfolios and in trust, to carefully planned disbursements to family members. We can help ensure that your family governance structure is in alignment with your goals for the generations that will one-day travel this same road. You’ll also have the exclusive benefit of access to the investment bankers and capital market experts at Raymond James.

Our services include, but are not limited to:

  • Handling the impact of significant wealth events (sale of a family business, retirement with significant assets, an inheritance, etc.)
  • Providing complex legacy planning and charitable giving designs
  • Developing customized portfolios incorporating sophisticated investment strategies
  • Seeking maximum returns on large cash portfolios
  • Designing tax minimization strategies
  • Implementing asset protection strategies
  • Creating exit strategies for business owners
  • Using trusts for estate planning and asset protection
  • Establishing and managing private family foundations

Because of the comprehensive nature of our services, we are happy to work in conjunction with your other professional advisors, such as your CPA and attorney.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

The Avenue Wealth Management Group


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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