Personalized Wealth Strategies for Every Road You Take
Client Overview
The Avenue Wealth Management delivers personalized, goal-driven financial strategies that simplify your life.
Find an Advisor
Connect with a trusted financial advisor to begin your journey toward financial clarity and long-term success.
Who we serve
We serve individuals, families, and business owners who value personalized financial guidance.
Client Access
Securely access your personalized financial dashboard anytime, anywhere—with real-time insights and tools.
The Avenue Wealth Management Group was recognized as an award recipient in the 2025 Forbes ranking of America's Best-in-State Wealth Management Teams.
Why Clients Trust The Avenue
Established:
Financial Advisors:
Client Assets as June 2025
Wealth management is not just about managing your finances
It’s about forging a plan that aligns with your life goals and values, ensuring that your wealth serves you and your vision for the future.
A Clear Path Forward, Designed for You
The Avenue Wealth Management provides personalized financial strategies for individuals, families, business owners, pre-retirees, and retirees—guiding each client through every stage of life with clarity and confidence.
From building wealth to preserving legacies, we help you stay on the right financial path.
Navigate Your Financial Future with The Avenue
Our approach is rooted in clarity, trust, and personal connection—empowering you to make informed financial decisions with ease.
We simplify your financial life by removing complexity, aligning your goals with a clear plan, and giving you the confidence to focus on what matters most.
Our Commitment to Your Financial Future
At The Avenue, we provide more than just financial advice. We provide confidence. Every strategy is designed with your values, goals, and timeline in mind. That’s our promise.
Our Locations
Avenue Wire Park
Avenue Wealth Rome
CoWealth Advisors Peachtree City
Avenue Wealth Oconee (Headquarters)
CoWealth Advisors Newnan
Avenue Wealth Memphis
Align Wealth Atlanta
The 2025 Forbes ranking of America’s Best-in-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.