Tucker Bria Wealth Strategies
Investment Management Company
Why pick this one
Tucker Bria Wealth Strategies provides fee-based, fiduciary financial planning in Durham, including wealth creation, preservation, retirement, tax, and sudden-wealth strategies.
Best for
- Individuals and families seeking personalized financial planning
- Clients preparing for retirement or already living in retirement
- Families managing inheritance, windfall, company-sale proceeds, or other sudden wealth
- Clients seeking tax-planning strategies
- Families focused on multigenerational wealth and legacy planning
Specialties
- wealth creation strategies
- wealth preservation strategies
- sudden wealth coaching
- retirement planning
- tax planning
- family legacy planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Plans Specialist®
- FINRA Series 7 securities registration
- FINRA Series 66 securities registration
- Life insurance, variable life, and annuity insurance licenses
- Long-term care insurance license
What makes them different
- Independently owned financial services firm
- Fee-based structure for planning services in lieu of traditional commissions
- Financial advisors identify as fiduciaries
- Personalized plans with regular meetings scheduled around client needs
- Dedicated coaching for inheritance, windfall, company sale, and other sudden-wealth events
- Response time
- Prompt answers and reliable service
- Serves
- Durham
Distilled from this business's own website.
Contact & Location
- Address
- 3100 Tower Boulevard, Durham, NC
- Phone
- (919) 381-5780
- Website
- http://www.tuckerbria.com
- info@tuckerbria.com
Services
- financial planning
- wealth management
- investment guidance
- retirement planning
- tax planning
- legacy planning