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Our Team

Our team of financial professionals boasts years of experience providing financial planning advice and investment management services to a variety of individuals, families, corporations and institutions.

RICK MCDONALD, PRESIDENT

Rick has over 30 years of experience helping individuals and their families safely navigate through an increasingly confusing array of financial choices to manage their retirements and family wealth. During these years, Rick has demonstrated a history of innovation. In the 1980s, Rick founded The Devonshire Trust, an Investment Act of 1940 fund and was portfolio manager to The Devonshire Fund, a fund that Barron’s called “the first true asset allocation fund to come to market is response to the October 1987 market crash.” In the ’90s, Rick recognized the importance of IRA distribution management and founded a nationally recognized company that provided training, certification and software to the industry, trademarking the now familiar “Stretch IRA,” an industry-recognized label relating to IRA distribution management of such plans. In the last several years, recognizing the huge need for family governance and education for wealthy families, he has evolved  his personal practice to incorporate such services. A graduate of Boston College, Rick resides in Manchester, Massachusetts.

TUCKER MCDONALD, FINANCIAL ADVISOR

Tucker has spent much of the last decade working with individuals and assisting with their retirement planning, specifically handling 401(k)s, IRAs, annuities and deferred compensation plans.  He enjoys building and developing personal relationships with his clients to meet all of their retirement needs. A graduate of Boston College and Deerfield Academy, Tucker currently lives in Beverly, MA.

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