Wealth Management to
Simplify Your Life
Our clients agree that personal attention and a comprehensive plan is vital to achieving financial goals. Learn More
Napier Financial is a full-service wealth manager. We help mitigate risk, invest your money, save on taxes, plan for your financial independence, and plan your estate to include estate tax reduction, business sale or succession and trust maintenance through a collaborative, integrative approach.
Comprehensive
Direct
Approachable
When asked what makes us distinct, our clients tell us it is our availability and accessibility. Whether during a regular face-to-face review of your portfolio, monthly briefings, or directly responding to your queries, you’ll be up to date, informed, and educated.
Meet the TeamWe streamline your financial life
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Let’s TalkThe Jimmy Fund
Hosted by Napier Financial, this event channels the spirit of community and philanthropy towards a pivotal cause — the groundbreaking work being carried out by Dana Farber Cancer Institute and The Jimmy Fund. This partnership leverages Dana Farber’s leading-edge research to push the boundaries of what’s possible in cancer treatment and care.
Insights
How Are You Using 168 Hours?
By: John P. Napolitano | Founder and Chairman I think quality of life might be the best measure of success when it comes to financial planning. As much as most of us love winning the money game, what is money worth? What good is it if we don’t enjoy it? We meet phenomenally wealthy people…
Allow me a moment to put my Jane Austen hat on….
Nearly eleven years ago to this day, a gangly boy from Syracuse met a beautiful girl from Los Angeles by an odd stroke of luck, as they both went to the wrong hotel upon orientation of a study abroad program in Sevilla, Spain. Without much dating experience, he asked her to dinner that very same…
Do I Trust My Trustee?
By: Alex Weiss CFP® | President & Wealth Manager One of the fundamental rules of wealth preservation is to avoid the biggest mistakes. To be more specific, we sometimes refer to these as single points of failure in a financial plan. For high-net-worth families, designating your trustees might be one of the most often overlooked…