The Avenue Wealth Management Group

Building a foundation of planning and research

Our Process

Look to us to collaborate with you, and with our partners at Raymond James, during each step of our four-step process. Collaboration is the key to our process, and we use all available resources and research to enable you to make informed financial decisions.

Phase 1 - An introduction and an opportunity to know one another

An introduction and an opportunity to know one another

It all starts with a balance sheet – we will use it to understand your assets, liabilities and risks when we sit down with you to discuss the correct avenues to follow based on your needs, goals, current financial situation, investment experience and risk tolerance. If you’ve never had a balance sheet created, we’ll be happy to help create one for you. Or, you may bring along a financial statement from your CPA. Additionally, we explain our investment philosophy and how it fits with your overall financial picture.

It is important that we lay the groundwork for a comfortable working relationship that will come from a mutual understanding of each other – our capabilities and your goals and aspirations for the future. That is why this initial phase may involve not just one, but multiple meetings. When everyone is comfortable and ready to proceed, we will initiate steps for moving ahead.

Phase 2 - Building your plan

Building your plan

After thoroughly analyzing the information you’ve shared and carefully constructing a financial plan tailored specifically to you or your organization, we meet with you, answer any questions you may have, make any necessary adjustments and outline the steps for implementation.

Phase 3 - Putting your plan into action

Putting your plan into action

Once it is approved, we implement the plan. This involves the selection of specific account types, investments and optional services, and the handling of all necessary paperwork.

After 30 days, once we have invested your assets, we schedule a meeting to review your initial progress down your financial avenue and also go over any paperwork, investment allocation, and any initial account statements you have received – to make sure you are fully informed about the details of your account. If we detect any impediments to your progress, we will seek to redirect you to a more appropriate route.

Phase 4 - Monitoring your progress

Monitoring your progress

We continually monitor your progress relative to your defined objectives and recommend changes when needed. We accomplish this by providing ongoing reporting of your account activity and by conducting personalized periodic reviews.

Our intention is to meet with you on a regular basis, quarterly or semiannually, to review your progress and keep you informed and up to date on the road that lies ahead. Of course, we are always available to meet outside of our scheduled meetings if any questions or needs arise.

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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