Thank you for taking the time to learn about our fee-only services.  Please feel free to browse around our site by clicking on the topics listed on the left.

Tapparo Capital Management is an independent, investment management and financial advisory firm based in Topsfield, Massachusetts.  We work with clients throughout the United States who demand objectivity without any product or sales influence.  Tapparo Capital Management acts as a fiduciary, and we are fee-only and do not accept any commissions. These are two important ways we are different from traditional financial advisors.

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.  So there are no hidden fees, no hidden agendas.

Our highest priority is to create value and peace of mind for our clients by offering the following comprehensive services:

• Investment Management
• Retirement Planning
• College Planning
• Asset Allocation and Portfolio Construction
• Tax Planning

We recognize that our clients lead active and complex lives.  They understand that managing their investments is more complicated and time-consuming than ever before.  They acknowledge that working with specialized investment professionals provides them with a level of confidence and security.  We follow a disciplined approach to balance risk and return, and believe that educating our clients enables them to make informed decisions.

For more information on our firm, we invite you to explore our web site, e-mail us, or give us a call.  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.

 We always enjoy hearing comments, so please feel free to send us an e-mail with your thoughts or questions.

Thanks for being here!  We appreciate your visit.