Tucker Wealth Management, Inc.
820 Mililani Street
Suite 401
Honolulu, HI 96813
Who We Are
Michelle Tucker of Tucker Wealth Management, Inc. is a professional advisor who combines her extensive knowledge of estate planning concerns, complex tax issues and investment alternatives to help you reach your financial objectives.
-
Michelle will assess your current financial situation, needs, and goals in order to develop a personalized, confidential plan for your future.
She will also recommend appropriate investment alternatives and monitor the results to help you exercise good judgment and become a wiser, more knowledgeable investor.
As co-founder with Judith Sterling of Sterling and Tucker, Hawaii's premier estate planning and tax consulting firm, Michelle Tucker can provide truly comprehensive financial planning services to individuals and families as a Certified Financial Planner™. That means establishing a long-term relationship with her includes gaining the experience and wisdom of a CPA/Personal Financial Specialist, a Registered Financial Consultant, and Hawaii's first attorney certified by the American Bar Association (ABA) accredited Estate Law Specialists Board, Inc. as an Estate Planning Law Specialist, and is so certified by the Supreme Court of Hawaii.
-
Michelle's exceptional breadth of professional capabilities, combined with 25 years in practice, offer clients diverse and meaningful options to grow and preserve assets, save on taxes, decide wisely on retirement choices and pass on wealth to the next generation.
A graduate of the University of Hawaii's Richardson School of Law and an author, sought-after public speaker and contributor to Honolulu's two dailies on wealth management, she is an American Bar Foundation Fellow, a Charter Member of the American Academy of Estate Planning Attorneys, and a member of the National Academy of Elder Law Attorneys.
How We Work
"Building trust and listening well are important to my personalized approach to being a valued financial planning resource and guide to my clients," says Tucker. "I enjoy and take pride in working closely with clients in different phases of their lives to help them make appropriate investment decisions to realize their goals and dreams."
As part of the Sterling & Tucker family, Michelle can also tap into the firm's cumulative knowledge – unparalleled in Hawaii in estate planning and tax services – to ensure that clients minimize tax burdens and plan for the transition of their wealth at death.
The personalized wealth management services she can provide through her specialized business, Tucker Wealth Management, Inc., includes investment "watch dog" services, tax reduction planning, retirement income and distribution planning, family wealth planning, and client service and communications including regular reviews to update financial objectives.
Partnering with Michelle Tucker to manage your financial life is not just for retirement, but for the rest of your life.
Honors / Associations
-
Nominated by Pacific Business News ”Women Who Mean Business 2008” as one of the Top 25 Women-Owned Businesses -
Goldline Research Award Recipient “The Ten Most Dependable™ Wealth Managers Of The Northwest and Hawaii”, 2008
-
Certified Financial Planner ™, 2006
-
Personal Financial Specialist, Certified by the American Institute of Certified Public Accountants, and independent Investment Advisor, 2001
-
Certified by the American Bar Association (ABA) accredited Estate Law Specialist Board, Inc. as an Estate Planning Law Specialists and is so certified by the Supreme Court of Hawaii. The Supreme Court of Hawaii grants Hawaii certification only to lawyers in good standing who have successfully completed a specialty program accredited by the ABA, 2000
Please be aware that Tucker Wealth Management, Inc. has a portfolio minimum of $500,000 to accept inquiries through this directory.
