A breadth of services to serve a variety of needs
WHAT YOU NEED matters most
First Avenue Wealth Partners now encompasses five Investment Advisors and two Service Associates bringing nearly 140 years of combined experience in the wealth management industry. Over that broad tenure we’ve each developed our own distinct skill sets and focus which raises the bar of both knowledge and service. First Avenue Wealth Partners serves a mature set of client relationships comprised of business owners, corporate executives, entrepreneurs, foundations, endowments, and high net worth families. We specialize in asset allocation, retirement & financial planning, investment management, security selection, asset preservation, and insurance planning. The combination of our team approach and the depth of resources available from Raymond James allow us to deliver quality service with a client‐first mentality.
