About Us

Paulo Aguilar, CFA, CAIA

Partner and Senior Investment Advisor

Paulo Aguilar, CFA, CAIA is a Partner & Senior Investment Advisor at Wealthstone Group, where he specializes in tax-efficient exit planning for real estate and business owners.

With over 15 years of experience in the investment management industry and nearly $2 billion of private capital raised across alternative investment strategies, Paulo brings an institutional-level approach to delivering personalized strategies that preserve wealth and generate tax-efficient income, all tailored to each client’s unique financial objectives.

His expertise spans 1031 Exchanges, 721 Exchanges, Delaware Statutory Trusts (DSTs), Tenant-in-Common (TICs), Opportunity Zones (QOZs), ESOPs & 1042 Rollovers, and Alternative Investments strategies.

Paulo is known for creating custom portfolios that blend traditional equity and fixed income investments with institutional-grade alternative investments, integrating both to meet each client’s unique goals. He works closely with a client’s’ tax advisors, attorneys and other professionals to build comprehensive financial plans for those exiting appreciated real estate, selling closely held businesses, or seeking diversification into passive, tax-efficient investments.

Paulo earned his B.B.A. in Finance & Investments from the City University of New York, Baruch College. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is licensed with FINRA (Series 7 and 65).

Louis Tucci

Partner and Senior Investment Advisor

Louis Tucci is a Partner and Senior Investment Advisor at Wealthstone Group, where he advises business owners, real estate investors, and families on wealth management, business exit planning, and succession planning. His financial services career began in 2000, and he has been a real estate investor since 1981.

Having owned and operated successful businesses, Louis brings firsthand perspective to the decisions owners face when selling a business or investment property, transferring ownership, or preparing for retirement. His work also includes 1031 exchange planning, Delaware Statutory Trusts (DSTs), and 721 UPREIT strategies, alongside investment portfolios incorporating equities and fixed income. He helps clients connect these strategies with their broader goals for income, wealth preservation, and transferring wealth to the next generation.

Louis has served as an instructor and consultant to Rutgers Business School, helping design and teach courses on strategic business planning. He is also a frequent speaker at industry association conferences and other professional events.

His community involvement has included serving on the Advisory Board of Bergen Community College at the Meadowlands, mentoring veterans through the Veterans Launching Ventures program, and serving on the boards of the Lodi and Hackensack Boys & Girls Clubs.

Louis lives in North Haledon, New Jersey, with his wife, Linda, and their Bichon, Ashley. He enjoys spending time with family, cooking, traveling, weight training, and fishing.

Mark Tucker, CFA

Chief Investment Officer

Mark serves as Chief Investment Officer for Wealthstone Group where he oversees the day-to-day management of all strategies and is head of the investment committee. He is responsible for the research coverage of all sectors in our portfolios as well as the day-to-day oversight and management of trading. He has extensive experience creating and managing equity and total portfolio strategies, in addition to managing taxable assets and developing strategies to minimize taxes with the opportunity to enhance returns.

He has spoken at various industry conferences about the use of portfolio rebalancing technology, overseen the inhouse development of rebalancing software and has consulted with technology firms creating rebalancers. One of his larger passions is creating and implementing customized investment solutions in a scalable manner.

Following college, Mark started his investment career in equity research before moving to the investment management side of the business. He worked in in trading and research before transitioning to a portfolio management role. Mark has over 23 years of investment experience and 19 years of discretionary portfolio management experience. Mark most recently oversaw over $1 billion in high-net-worth client portfolios comprised of individual equities, fixed income securities, exchanged traded funds and mutual funds.

Mark is a holder of the right to use the Chartered Financial Analyst® designation, receiving his charter in 2005. A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA® Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.

Mark and his wife, Heather, have two children. When not in the office, Mark enjoys an occasional game of golf, spending time with his family and pursuing volunteer activities. Mark is currently the president of his homeowner’s association, former board member for his church and past board chair of his church Preschool.

Lance Stafford, CFA

Director, Alternative Investments

Lance has over 25 years of capital markets and securities industry experience, working with both institutional and retail investors. Notably, he managed the institutional equity sales & trading operations in the Southeast United States for Keefe, Bruyette & Woods prior to the firm’s merger with Stifel Nicholas in 2013. Since then, Lance has advised high-net-investors and families seeking wealth management and tax planning solutions in various senior roles for global, regional and Atlanta-based investment management firms. He holds a B.A. in Economics from Emory University and an MBA from the McCombs School of Business, University of Texas at Austin. He is a CFA® charter holder.