The Stewart-Tucker Group

"With an investment process grounded in discipline, knowledge and experience, we offer a range of wealth management services to a select group of high-net-worth individuals, wealthy families, corporate executives and charitable organizations."
About The Stewart-Tucker Group

Welcome

The Stewart-Tucker Group is an experienced advisory team that provides a consultative, fee-based approach designed to benefit our clients. With an investment process grounded in discipline, knowledge and experience, we offer a range of wealth management services to a select group of high-net-worth individuals, wealthy families, corporate executives and charitable organizations.
We understand what matters most to our clients and begin each relationship by exploring their financial goals, looking at life transitions and examining more complex issues. We then tailor an investment strategy that addresses both sides of the balance sheet, carefully selecting a team of outside experts when required, including accountants, estate attorneys and insurance professionals—all working on our clients' behalf. With ongoing monitoring, our goal is to ensure that our clients' values and objectives are aligned with their current financial situations, and to provide them with the confidence that their financial needs are being addressed.

Meet Our Team

Insights

Outlook

Bubble or bliss? Why we think stocks could grind higher.

March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read Now
Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
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