What We Do
Our Strategic Financial Services
Financial decisions become clearer with thoughtful guidance and an experienced perspective. We help clients preserve and grow wealth through carefully selected securities, comprehensive tax planning, and disciplined portfolio management that can adapt to your evolving needs.
Investment Management
You want clarity in what you own and why you own it. We build portfolios using individual stocks, not high-fee funds, so you can see the full picture—performance, tax impact, and purpose.
Tax Focused Planning
You’ve built real assets, and taxes can quietly erode them. We work to keep more dollars in your control, using smart, comprehensive strategies that can go far beyond basic tax prep.
Multigenerational Wealth Planning
You want your wealth to support your family’s future. We help you pass it on with confidence, so your children and grandchildren are prepared, not surprised.
Neither Tuckaway Capital nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Who We Serve
For Clients Who Prefer Substance Over Noise
You may be navigating a business sale, managing inherited wealth, or searching for a financial advisor in Richmond who understands your family’s needs. Maybe you’re planning for retirement or looking ahead to the next generation. Whatever your chapter, you want a partner who listens, understands your goals, and helps you move forward with clarity.
Quiet Wealth
You’ve worked hard and tucked away savings. We give guidance to help preserve and grow what you‘ve built. We help preserve and grow what you’ve built with the same care and consideration you’ve shown throughout your life.
Women Navigating Financial Transitions
Whether through retirement, divorce, inheritance, or loss of a spouse, major life transitions often bring financial complexity. We provide clarity and support during these critical moments, helping you make informed decisions about your financial future.
Next Generation Family Members
As the children and grandchildren of our long-standing clients, you can benefit from our deep understanding of your family’s financial history and values. We help bridge generational perspectives and help remind future generations of your family’s stories.
Business Owners & Executives
Your professional and personal financial lives are deeply interconnected. We help coordinate these aspects, from managing concentrated positions to planning for business transitions, creating an integrated approach to your overall financial picture.
“We’re not just helping manage wealth—we’re helping people make decisions they can feel good about.”
– Scott Larson
Our Process
A Steady Plan for a Shifting World
1.
Getting to Know You and Creating Your Plan
First, we sit down together to understand what matters most to you. What are your goals, concerns, family dynamics? This gives us the full picture we need to move forward.
Next, we develop a personalized plan that reflects your priorities. We use both market data and business fundamentals to shape a strategy that fits your needs and helps you grow with confidence.
2.
Selecting the Right Investments for You
We believe in building portfolios from the ground up using individual securities—not off-the-shelf models. Each investment is carefully selected through a combination of fundamental research and technical analysis.
Charles Dow, the father of technical analysis, identified patterns in price movements that can signal when it might be time to buy—or time to step aside. While no strategy works in every environment, we focus on high-quality companies and rely on the discipline of charts over the noise of opinions. Charts help us filter ideas and identify opportunities with clarity.
There’s an art to investing—what Warren Buffett calls the “secret sauce.” We also believe there’s an invisible hand at work: the connection, trust, and shared intuition between advisor and client that helps guide good decisions over time.
3.
Having Religion in the Rapids
A critical component to long-term investing success is having faith in your plan and sticking to it, even in volatile markets. Nothing impairs investment success more than panicking in times of market upheaval.
“Your instincts might tell you to stop paddling when the best approach is to keep paddling” – Tom Dorsey
4.
Constant Improvement
We are constantly looking for ways to improve our service and your financial plan. It is imperative to adjust and grow. We systematically check in to keep your plan aligned with what matters most to you.
