The Tucker Shevlin Group
Awards and Industry Recognition

Forbes
Welcome
At The Tucker Shevlin Group, we help a busy and accomplished clientele do more with their wealth. The clients who engage our advice tend to have complex financial affairs that require sustained focus and intensive customization. We are proud to work with a high-achieving clientele, fostering deep relationships grounded in mutual trust and genuine friendship.
We became Wealth Advisors because we wanted to help people relieve the burdens that substantial wealth can pose, allowing them to regain time in their lives for the people and pursuits they value. Clients look to us as extensions of their own family—an expectation that we welcome. Our team is well positioned to advise clients for decades to come—from matriarchs and patriarchs through mid-career professionals and rising generations.
Our life experience and market exposure have deepened our perspective, allowing us to draw on a broad reservoir of knowledge. Together, we offer more than 60 years of experience in investing and wealth management, sharpening our understanding of best practices.
Attuned to your situation
The clients who engage our help hail from varied paths:
- Business owners. We have extensive experience in business structuring and pre-liquidity-event planning, helping business owners optimize a potential transaction. The earlier we begin this process, the greater impact we can have. We are also adept in helping business owners create reliable cash flow after the sale of their business, aligning their investments with their near-term and long-term goals.
- Corporate executives. We appreciate the many demands on executives' time. They look to us to help manage their trading plans, diversify concentrated positions, optimize their compensation and pass wealth to the next generation in a tax-sensitive manner. We also support family foundations, helping clients enact strategic philanthropy that can advance multiple objectives.
- Women business owners, investors and executives. We believe that women are underserved within wealth management circles. Our co-founder, Crista Tucker, appreciates first-hand the many demands that women face in navigating their commitments while overseeing their wealth. We look to remedy this gap, providing women with the direction, clarity and organization to identify their goals and pursue those aims more efficiently.
- Multi-generational families. We are proud of our enduring record of service to the families in our care, many of whom span two and three generations. We serve as a single resource for far-reaching needs, from tax-sensitive investing and trust services to financial planning, higher education savings, banking and lending, family wealth dynamics and next-generation stewardship.
- Nonprofit organizations. We recognize that endowments, foundations and other charitable organizations require crucial support for fiduciary asset management, as well as administration, board and staff education, and governance. We are deeply experienced in Investment Policy Statement design and implementation, aligning our work with an organization's risk parameters to pursue greater financial stability and organizational capacity.
Our values in action
- We are extremely responsive. If an issue is important to you, it is important to us. You can reach us at any time.
- We follow through. We don't rest easily until you rest easily. We appreciate the importance of seeing initiatives through from beginning to end.
- We understand your situation. Your life, your needs and your interests are top of mind. We work with a limited number of families by design so that we can provide the focused attention you deserve.
- We live our values. Honesty, integrity and reliability are part of the fabric of our team. We demonstrate these values in the way we interact with you, helping you pursue greater fulfillment and long-term success.
Meet Our Team
Insights

Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now