Your goals are the driving force behind the financial guidance we offer. As an independent advisory firm,we select the investments and strategies that are right for you. We are not beholden to the corporate agenda of a Wall Street firm. We are not influenced by an investment banking arm and our research on your behalf is thus not tainted by conflicts of interest that have plagued Wall Street giants. Our advice spans the broad range of financial issues you must address:
Portfolio policy, construction and rebalancing
Retirement fund accumulation and withdrawal
Funding college and other major expenses
Estate planning and trust management
In short, we work for you. This independence lets us focus on providing advice that’s unbiased, free of conflicts, and addresses your unique circumstances. At Tapparo Capital Management, we feel no pressure or incentive to focus on anything else but you. Being independent frees us from the obligations of selling for the firm or being compensated for generating trades. Rather than trying to re-define your desires to fit a list of products, we can explore all of the possible ways to improve your quality of life. It’s an approach that brings transparency to our role, and you will gain confidence from knowing that our recommendations are based on what makes sense for you.
You need an advisor you can trust. Tapparo Capital Management is licensed as a Registered Investment Adviser. We choose to practice as an RIA because we want to provide you investment management services as a fiduciary, which by law requires us to always put your best interests first. Not all advisors are RIAs, but we have taken this step so that you can rest assured that our advice is objective and based exclusively on your personal goals. There are no hidden fees, and your fees are our only source of income. Thus, our singular motivation is your success.
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...