Topher Brennan, WMCP®, RICP®
Wealth Management Advisor


Tellaro Wealth Management

  • Office 617-531-9667
  • Mobile 617-721-8840

Plan with Purpose.

Live with Curiosity. 

 

Tellaro Wealth Management was founded with the simple goal of positively impacting the quality of our clients’ lives by making Financial Planning engaging, purposeful, and impactful.

We encourage curiosity and embrace a creative approach, which focuses on three critical planning areas: Risk Management, Asset Management, & Tax Management.

Planning is a very personal process, and we are incredibly grateful for the trust our clients place in us – both now and in the future.

Tellaro’s success is measured entirely by how we help our clients achieve the goals they define for themselves. We welcome the opportunity to be a positive impact on your life!

 

What’s in a name?

Simply put, I have always been fascinated by both the characteristics and imagery of the octopus. These creatures are incredibly intelligent, curious, adaptable to changing environments, and with eight arms they can handle more than most – all qualities we embrace in our practice.

The name “Tellaro” comes from a small village on Italy’s Northern coast with an incredible history and connection to the octopus. On a stormy night many years ago, pirates hoped to use bad weather and darkness to attack this sleeping village. An octopus climbed the church belfry and rang the church bells, alerting the townspeople of the approaching danger. Since then, Tellaro has held an annual festival celebrating the Octopus. We thought this story and its connection with the octopus personified the approach we take with our clients every day

 

Financial Representatives do not give legal or tax advice.  Taxpayers should seek advice based on their particular circumstances from an independent tax advisor

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.