Pastina-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 Pastina-Tucker Group

Welcome

The Pastina-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

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

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Family Legacy

Building a strong and connected family of wealth: A 10x10 learning road map

August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
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Family Legacy

Insight 6: Active cross-generational stakeholder alliance

August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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Family Legacy

Insight 7: Develop a capable and committed rising generation

August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Personalized guidance begins with a conversation.
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