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Independent Financial Planning 

Built By Us, Just For You

Without goals, and plans to reach them, you are like a ship that has set sail with no destination.

- Fitzhugh Dodson



Your Hard-Earned Wealth Deserves Thoughtful Guidance

We believe that innovative investment options and unbiased planning advice should be accessible for all hardworking individuals and families. In our opinion, you shouldn’t have to have a high-net-worth to receive quality, personalized financial planning.


We Can Help With

Financial Planning Middleton, MA Tapparo Capital ManagementFinancial planning



Tactical Investment ManagementTactical investment management


Social Security and Medicare PlanningRetirement income planning



Retirement Income PlanningSocial Security and Medicare planning

Discussing your retirement and savings goalsDiscussing your retirement savings goals



Where Are You on Life's Journey?

Working Hard & Saving Diligently

  • Risk assessment
  • Personalized financial planning
  • College planning
  • Investment management
  • Ongoing communication and advice

Nearing Retirement

  • Risk assessment
  • Personalized retirement planning
  • Tax-efficient income planning
  • Investment management
  • Ongoing communication and advice

Enjoying Retirement

  • Risk assessment
  • Personalized retirement planning
  • Tax-efficient income planning
  • Social security and Medicare plan
  • Ongoing communication and advice
  • Investment management


Location Middleton, MA Tapparo Capital Management

Fee-Only Financial Planning For Boston’s North Shore 

Schedule a Complimentary Consultation