The Avenue Wealth Management Group

Building a foundation of planning and research

The strength of any avenue is found in a solid, well-built foundation. And when it comes to the construction of your financial plan – the virtual avenue that you will travel in pursuit of your goals – there is no more reliable foundation than that of careful planning, thoughtful understanding and thorough research.

We’ll begin with a balance sheet – but if you do not have one already, we will create one for you. 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. Together, we’ll investigate solutions and recommend investment options based on a long-term approach. In doing so, we can help you avoid trendy options and unproven pathways – unfortunate situations that have led investors to waste time and resources by following wrong avenues of financial direction or miss their desired financial destinations completely.

Through our partnership with Raymond James, your plan will have the support of a widely acclaimed research department.

  • Twenty-six Raymond James analysts have been named in The Wall Street Journal Best on the Street Survey a total of 89 times.
  • Thirty-six analysts have been recognized in the StarMine Top Analyst report (as published in Forbes and The Financial Times) a total of 125 times.
  • Fifteen analysts have earned 25 awards in the Forbes Blue Chip Analyst survey.
  • In addition, many of our analysts also have been recognized in annual surveys conducted by Bloomberg, Fortune and Institutional Investor.

We also regularly tap our network of professional contacts and stay up to date with the latest financial reports. Finally, we discuss all research with our team of advisors to inform our investment choices.

We stand by our balanced approach and individual solutions that, together, create an avenue of financial partnership designed to stand the test of time.

The Wall Street Journal survey identifies the top three analysts across various industry categories, basing the awards on stock-picking skill. StarMine, a Thomson Reuters company, objectively measures the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates. The Forbes Blue Chip Analyst Survey ranked analysts on their stock-picking skills and earnings estimation accuracy over a three year period.

It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities on these lists. Individual investor results will vary, and achieving similar performance figures is unlikely. The Wall Street Journal, Forbes, The Financial Times, Bloomberg and Fortune do not sponsor, endorse or approve Raymond James investment programs.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Past performance is not indicative of future results.

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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