Firm Overview

As your wealth grows, so does the complexity of managing and protecting it. Here at Avenue Wealth, we seek to eliminate chaos and bring clarity and confidence through comprehensive financial planning* designed to help you crystallize the purpose and intention of money in your life and take the right steps to achieve your goals. We focus on helping you narrow the gap between what you want and what you have, not to become richer, but to make the most of your money so that you may live richly. We’ll empower you with the information, tools, and resources you need to maximize and protect your wealth and gain the confidence of having a secure financial future. Through the changing seasons of your life, you can count on us to coordinate your financial affairs so you can spend more time doing what you love with the people you care about most.

Our Personalized Process

  1. Initial Discovery Meeting
  2. Data Analyzation
  3. Determine Best Solutions for Your Goals
  4. Customized Plan Development
  5. Ongoing Monitor & Review

*Financial Planning offered through Jason Apolenis, Bradley Burton, Samuel Froehlich, Aaron Jones, Michael Scheeler, Rose Gentile, Matthew Worthington, Mark Apolenis and Kingsley Davis' affiliation with Eagle Strategies LLC, A Registered Investment Adviser.