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What Are Your Goals
What Are Your Goals
Accumulate and Build Wealth
Accumulate and Build Wealth
Invest for Income
Achieve Reasonable Rates of Return
Enhance My Financial Portfolio
Protect and Distribute Assets
Protect and Distribute Assets
Preserve Wealth
Plan for Retirement
Protect Assets
Transfer Wealth and Leave a Legacy
Transfer Wealth and Leave a Legacy
Create an Estate Plan
Save for my Childrens Education
Provide My Spouse With An Income
Benefit from Strategic Gifting
Wealth Transfers
Family Wealth Management
Family Wealth Management
To Protect and Distribute My Assets
To Protect and Distribute My Assets
Asset Protection
Retirement Planning
Long Term Care
Provide A Spouse with Income
College Savings
To Build My Investment Portfolio
To Build My Investment Portfolio
Build A Financial Portfolio
Enhance Return on Investment
Inheritance and Estate Planning Advice
Inheritance and Estate Planning Advice
Inheritance and Wealth Transfers
Estate Planning
Business Owners
Business Owners
Cash Available When Needed
Cash Available When Needed
Cash Flow Management
Investment Banking
Business Lending
To Reward and Retain Employees
To Reward and Retain Employees
Simplified Employee Pension
Pensions Plans & Retirement Plans
401k
Profit Sharing Plans
To Invest and Protect Business Assets
To Invest and Protect Business Assets
Capital Asset Management
Bonds
Mutual Funds
Key Person Insurance
Insurance and Annuities
About Us
About Us
Joe Taylor Jr
Bill Schroth
Kip Dominy
Mike Carbajal III
Kayla Conkle
Kirk Dunham
Leigh Anne Kane
Bruce Kelly
Michael Malone Jr
Beth Sauls
Jon Sisson
Todd Whitaker
John Bishop
Kelsey Kennedy
Andy Flippen
Jeremy Hobbs
Jonathan House
Erin Krueger
Kayli House
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Client Access
Client Access
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Client Resources
The Avenue Wealth Management Group, Lake Oconee
6340 Lake Oconee Pkwy
Greensboro, GA 30642
T: 706.621.7550
F: 706.850.0776
Map and Directions
Map and Directions
The Avenue Wealth Management, Rome
304 E. Second Avenue
Suite B
Rome, GA 30161
T: 706.234.4325
F: 706.234.4320
Map and Directions
Map and Directions
The Avenue Wealth Management, Mars Hill
1120 Mars Hill Road
Suite 102
Watkinsville, GA 30677
T: 706.247.7810
F: 706.705.1360
Map and Directions
Map and Directions
Athens Office | Headquarters
1360 Caduceus Way
Bldg 800, Suite 101
Watkinsville, GA 30677
T: 706.621.7550
F: 706.850.0776
Map and Directions
Map and Directions
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