Our Approach

Life is better with a financial roadmap.

Tucker Bria Wealth Strategies strives to empower individuals and families to help realize financial independence. We seek to accomplish this through personalized financial planning and sound financial guidance designed to take the emotion out of investing. Our approach allows you to pursue life’s enjoyment with confidence and clarity.

Real Life. Real Financial Advice.

At Tucker Bria Wealth Strategies, we believe the best financial advisors are the ones who’ve experienced life. We’ve started businesses, cared for aging parents, raised families, and navigated college costs and retirement planning firsthand. That’s why our approach to financial planning is built on empathy, education, and experience.

A Message from Jim and Pat

Make your goals less taxing.

One of the most significant challenges for many of our clients is increased tax liability. We can show you how the right tax planning strategies can help mitigate your tax burden. We’ll help you reduce the financial stress of complex taxes with smart strategies.

Independent guidance crafted just for you.

We are an independent wealth management firm that offers a fee-based structure, where we receive a fee for our planning services in lieu of traditional commissions. We believe our fee-based arrangement allows us to be transparent, avoid hidden charges, and disclose any potential conflicts of interest in our offering.

Our Core Values

Jim Tucker and Pat Bria are enlightened refugees from Wall Street. We became disillusioned as our clients were increasingly viewed as part of a wealth management profit center to be cross-sold products from other company divisions.

We were uncomfortable that our compensation was increasingly tied to division profitability. Many of these changes were not transparent to our clients. As employees of these firms, we were unable to push back against this ever-increasing trend that continues in some firms today.

You and your family can expect the following from Tucker Bria: