Meet
Trust Advisory Group (TAG)

A Trusted Partner for Your Next Chapter

For independent advisors nearing retirement, TAG offers more than just a sale. It’s a transition built on legacy, trust, and personal values. With over 30 years of experience, TAG knows how to deliver smooth handovers without sacrificing what matters most: your clients, your reputation, and your pace.

Discover how TAG helps advisors protect their legacy and clients during the next chapter of their journey.

About Trust Advisory Group (TAG)

Trust Advisory Group (TAG), founded in the late 1980s and based in Woburn, Massachusetts, has grown from a regional wealth management firm into a national advisory platform with its own broker-dealer and investment advisory arm. With over 50 branch offices and a history of managing more than $1.3 billion in assets, TAG launched Trust Capital Markets in 2021 to expand into middle-market investment banking. In 2024, TAG joined StoneX Group, a Fortune 500 company, strengthening its long-term stability. Today, TAG supports independent advisors with flexible succession solutions tailored to their retirement or transition goals.

Leadership That Understands Transitions

Meet the leadership of Trust Advisory Group (TAG), experienced professionals who built their careers at large institutions and then built a firm around trust, freedom, and fiduciary care.

William “Bill” McCance

President & Chairman

Leads TAG’s succession strategy with a focus on flexibility, next-gen talent, and advisor-first deal structures.

Stephen Olsson

Founder

Instilled TAG’s guiding principles of independent advice and ethical service, which are values that remain core to the firm’s DNA.

What Clients Say After a Transition

Little House Capital doesn’t just earn client trust. They also keep it through the transition and beyond. Here’s what clients have said after working with their team:

“I liked Shad right away — he’s local, approachable, and someone my clients can actually meet. BlueCrest says all the right things, and frankly, they do financial planning better than I ever did.”

Bob H.

Why Sunsetters Choose TAG

Here is why sunsetters choose TAG.

Flexible, Advisor-Centric Deals

TAG’s model adapts to the advisor, not the other way around. If you want a quick exit or a years-long glide path, the structure is yours to define.

Next-Generation Continuity

TAG’s TAG 2.0 program matches retiring advisors with younger professionals trained to deliver holistic, client-first advice. This multigenerational approach builds trust and retention across families.

Trusted, Human-Centered Culture

TAG stands out in a sea of corporate aggregators. Its culture is built on ethics, not sales quotas. Your clients remain real people, not numbers in a spreadsheet.

Backed by a Fortune 500 Partner

The acquisition by StoneX brought TAG powerful tech and operational tools, without compromising its boutique-level service. Sunsetters get the best of both worlds.

Curious About a
Conversation with TAG?

If you’re nearing retirement and want a succession partner who will respect your legacy, care for your clients, and work on your terms, Trust Advisory Group is worth a conversation. With deep roots in New England and a flexible, advisor-first model, TAG specializes in helping independent advisors exit with confidence and continuity.

While their primary focus is on Massachusetts, Connecticut, and the broader Northeast, TAG is open to strong cultural fits across the U.S., especially for advisors who value trust, tradition, and personalized transitions