Andrew Tapparo is the president and founder of Tapparo Capital Management, a fee-only financial advisory and investment management firm that specializes in working with individuals and families to develop prudent, long-term strategies that protect and increase wealth. He helps his clients to establish and prioritize their goals, because he strongly believes that specific goals are the necessary foundation for any investment portfolio. After this foundation has been set, Andy develops personalized investment portfolios that maximize his clients’ probability of achieving these goals.
Andy received his Master of Science in Finance, with distinction, from Bentley University in Waltham, Massachusetts. He earned his Bachelor of Science in Industrial Engineering from Rochester Institute of Technology in Rochester, New York. Prior to founding Tapparo Capital Management in 1997, Andy was a Strategic Planning Manager with Verizon Corporation for twelve years. He is a Registered Investment Advisor.
Andy and his wife of 28 years, Susan, along with their two daughters live in Topsfield, Massachusetts.
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...