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
Markets
Putting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now
Wealth Planning
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Wealth Planning
Preparing for transition: An exercise for business owners
October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read Now
Outlook
Eye on the Market: Mind the gap
September 30, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at presidential candidate policy differences and implications for investors.Read Now
Wealth Planning
Planning for your family and terminal illness
September 30, 2024There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read Now
Wealth Planning
End the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read Now
Business
Considerations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now
Markets
3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read Now
Wealth Planning
Building a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read NowMarkets
Putting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read NowWealth Planning
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowWealth Planning
Preparing for transition: An exercise for business owners
October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read NowOutlook
Eye on the Market: Mind the gap
September 30, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at presidential candidate policy differences and implications for investors.Read NowWealth Planning
Planning for your family and terminal illness
September 30, 2024There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read NowWealth Planning
End the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read NowBusiness
Considerations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read NowMarkets
3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read NowWealth Planning
Building a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.