Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

Your plan and our advice—
building your future together


The Tucker Crane Group

Formed in 1974, today we manage over $1 billion of investment assets, as of February 2024, for individual investors, corporate profit sharing, pension plans, tax-free foundations and institutions from our offices in Walnut Creek, California & El Dorado Hills, CA. Our passion for wealth management advisory services energizes our group every day. We are focused on our clients and very committed to providing each and every individual with the exceptional service they deserve.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

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Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

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