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

How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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
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
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
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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
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
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
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now