Capesky
Insurance & Wealth Management Inc
The Callery Group
Integrated Financial &
Insurance Advisory
Springrocc
Wealth & Estate Inc.
Taunton Financial Centre unites experienced professionals and specialized partners dedicated to strengthening your financial position, with emphasis on wealth strategy, tax efficiency, and estate planning for individuals and business owners.
Our team delivers integrated insurance and investment solutions for families, entrepreneurs, and corporations. The relationships we build rest on four pillars: care, honesty, reliability, and proven ability.
From supporting claims to safeguarding retirement assets and fostering the well-being of the people we serve and work alongside, everything we do is aimed at making life better.
What Clients Say
Maria
Expert Guidance
I received clear, experienced direction that turned complex financial decisions into an organized, manageable plan. I value how each recommendation connects to my long-term wealth, tax position, and estate objectives, giving me confidence in both the strategy and the path forward.
Aisha
Tailored Solutions
I received solutions built specifically around my circumstances rather than a generic template. Every recommendation reflected my goals, my family, and my financial structure, allowing the strategy to fit together with precision and purpose.
Liam
Trusted Advisors
I gained advisors I can rely on to provide steady, informed direction across every stage of my financial life. Their guidance is consistent, transparent, and aligned with my long-term priorities, giving me confidence that each decision supports the bigger picture.
Why Choose Us
Client-Centric Approach
Seasoned Professionals
A client-centric approach means every recommendation begins with a precise understanding of your goals, constraints, family dynamics, and business realities. Planning is built around how capital should serve you, integrating investment strategy, tax structure, risk management, and estate design into a coordinated framework rather than isolated products. Advice evolves as your circumstances change, with continuous review to keep outcomes aligned with what matters most to you. The result is a disciplined, personal strategy designed to protect wealth, improve efficiency, and support the legacy you intend to create.
The team and resources at TFC bring the technical depth and practical judgment that come only from years of navigating complex financial situations. Experience across wealth accumulation, tax structuring, and estate transfer allows risks to be anticipated, opportunities to be captured, and strategies to be coordinated with accuracy. Clients benefit from advice that has been tested in real markets, regulatory environments, and family transitions rather than theory alone. This translates into confident decisions, efficient structures, and plans built to stand up over time.
Comprehensive Services
Every element of your financial life is addressed within a unified strategy. Investment management, insurance design, tax efficiency, retirement income, and estate planning are coordinated so each decision strengthens the others. Clients avoid fragmented advice and gain clarity from a structured plan built with all moving parts in view. The outcome is greater control, fewer surprises, and a financial framework designed to work as a whole.
