I am Andrew Tapparo, president and founder of Tapparo Capital Management in Middleton, Massachusetts. We understand that you want a financial advisor who is as passionate about your dreams as you are, someone who will take the time to get to know you - not as just another account but someone who connects with you. We build long-term relationships by working one-on-one with you to help you discover and define your personal goals, and then we help you devise a plan to make sure you achieve everything you want. You get an experienced professional who understands the financial markets. And because we are a local advisory firm independent of any of the Wall Street giants, you receive personal attention from a professional dedicated to a meaningful long-term relationship with you. You can rely on us to provide you with unbiased advice and straightforward answers. Our highest priority is to create value and peace of mind for our clients by offering the following comprehensive services:
Asset Allocation and Portfolio Construction
Our role is as a fiduciary. We are fee-only and do not accept any commissions. These are two important ways we are different from traditional financial advisors who are brokers. As a fiduciary, we are obliged to always act in your best interest. Unlike brokers, we won’t just make a recommendation because is it “suitable”. We accept a higher burden and only make recommendations if they are in your best interest. In addition, practicing as a fee-only advisor means we do not receive compensation based on products we sell to you. We sell no products. We only sell you our advice. In this way there are no hidden fees, no hidden agendas.
Call us today at 978-887-1121 or e-mail us to learn more about how Tapparo Capital Management can help you preserve and grow your wealth. We look forward to discussing your personal needs and how we might provide investment management and financial advisory support to you. Through this support, we can help you achieve everything that is important to you.
Never Too Soon
Did you know that if you have been in the workforce for awhile, you can check your Social Security statement by accessing it online (https://www.ssa.gov/myaccount/)? It’s true.
If you are 60 years or older, a...