For Tuck, wealth planning means more than providing clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to help make sure they have the assets and income to pursue what’s most important to them. It also means understanding them as people with unique goals, values and circumstances.
Tuck’s consultative process begins with an in-depth discussion of your current finances and future objectives. He addresses issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, he determines how to help you adjust your investment strategy as necessary to accommodate changing conditions, unforeseen expenses and income demands that may arise.
Tuck began his career in financial services in 1990 with First Colonial Bankshares, where he worked until 1994 before moving to Morgan Stanley from 1994–2008 and Merrill Lynch from 2008–2021. Tuck lives in Lake Forest, Illinois, with his wife, Cindy, and their three children: Tucker, Phoebe and Colin.
