Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.


William Tagerman

Senior Vice President–Wealth Management

Bill is an arbitrator with FINRA and holds a Series 8 license for branch management. His clients range from affluent to ultra high net worth, with special emphasis on tax advantaged investing and estate succession issues. He serves on the board of directors of Health and Education Services (HES), one of the largest behavioral health organizations in Massachusetts. Bill takes most pride in his family. He lives in Boxford, MA, with his wife Nancy of over 30 years, and he has 3 daughters; Stacey, Lindsay and Michelle. Bill enjoys golf, tennis, skiing, boating and as a private pilot, flying.

Personal & Community

  • Health and Education Services-Director and Chairperson of the Facilities Committee
  • North Shore Aero Club-private pilot and Secretary
  • Merrymeeting Lake Association-former board member


Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • BA, Boston University
  • Senior Financial Advisor Program, University of Pennsylvania's Wharton School


  • Senior Portfolio Manager
8 Essex Center Drive
2nd Floor
Peabody, MA 01960
  • (978) 538-1445

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