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Tucker Bria Wealth Strategies

EST. AUM
$420,000,000

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Firm Details

Metro area Raleigh
CRD Number
Website tuckerbria.com
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Overview

Tucker Bria Wealth Strategies is an independent wealth management firm with offices in Durham and Southern Pines, North Carolina. Founded by James H. Tucker, CFP®, CRPS® and Patrick L. Bria, the firm provides comprehensive wealth planning, estate guidance, retirement income strategies, and intergenerational wealth preservation. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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