Our Story
What began at a municipal bond desk in Richmond has evolved into something far more meaningful. We’ve built our practice around life’s pivotal moments—guiding families through inherited stock positions, business transitions, and the times when taking control of your financial future matters most.
The decision to establish Tuckaway Capital represents both evolution and renewed purpose. We recognize our clients deserve something more personal. You deserve a place where your financial advisors actually answer the phone and listen.
We’re building a practice where sophisticated strategies meet genuine relationships, and where the next generation of your family will find the same steady guidance you’ve come to trust.
Our Team
About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
Do Unto Others
This principle guides every decision we make. We approach wealth management the same way we manage our own families’ resources—with careful attention and a commitment to what’s truly in your best interest. When market volatility strikes, we provide the same steady counsel we’d want for ourselves. When you face major life decisions, we listen with the patience and understanding we’d hope to receive.
This is how we’ve always worked with clients, and how we always will.
Individual Stocks. Thoughtful Timing. Strategic Outcomes
We select individual companies you can understand and own directly, helping avoid the high fees and lack of transparency in most funds. By combining fundamental research with technical analysis—studying both what to own and when to act—we build portfolios designed to grow efficiently over time while providing tax-efficient investing strategies.
