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

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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