Your plan and our advice—
building your future together

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.

The Tucker Isola Group

Formed in 1974, today we manage over $1 billion of investment assets, as of January 2026, 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.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in 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.

Contact

The Tucker Isola Group

925-949-5239
david.s.tucker@rbc.com

Latest Insights

Cargo pulling cargo ship

Global equity: Push and pull

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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