Tapparo Capital Management

Building a Secure Retirement, Together

Tapparo Capital Management is a fee-only financial advisory and investment management firm based in Topsfield, Massachusetts. Founded by industry veteran Andrew J. Tapparo in 1997, we are dedicated to providing personalized, comprehensive financial planning and investment management services to clients throughout the country.

Our Vision: Secure Retirement, Stress-Free

Our primary goal is to empower individuals to achieve a comfortable, secure retirement by utilizing a personalized and holistic approach. We believe in building lasting relationships with our clients, collaborating with them to:

• Define and prioritize financial goals
• Develop a customized financial plan
• Implement strategically sound investment strategies
• Regularly review and refine your plan as needed

More Than Just Numbers

At Tapparo Capital Management, we go beyond simply managing investments. We focus on understanding your unique needs, values, and aspirations to create a plan that aligns with your individual circumstances and dreams. We empower you to take control of your financial future by:

• Providing clear and understandable guidance
• Simplifying complex financial concepts in digestible terms
• Offering real-time access to your portfolio and financial information
• Delivering personalized financial education and resources

Our Philosophy: Informed, Transparent, and Client-Centered

We adhere to the highest ethical principles, prioritizing transparency and open communication with our clients. Our fee-only structure ensures objectivity and eliminates the potential conflicts of interest associated with traditional pay-for-commission models. We believe in:

• Building personal connections with clients
• Empowering clients through education and collaboration
• Acting as fiduciary stewards of their financial well-being

Partnering for Your Financial Success

Whether you're just starting your financial journey or approaching retirement, Tapparo Capital Management is here to guide and support you. We are committed to helping you achieve financial independence and enjoy a comfortable, fulfilling retirement.

Contact us today to schedule a complimentary consultation and learn how we can help you reach your financial goals!