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

It’s your life and it’s your money. And like everyone else, you only have 168 hours per week to pursue what you want. You’re the owner of your finances. We are prepared to serve as the head coach to make sure that all of your advisors are on the same page.

Direct

You will have real clarity as it relates to your financial future, as well as a clear understanding of your options. You will have a complete roadmap with clear milestones. We will meet with you several times each year to ensure that your questions are answered and new issues are addressed.

Approachable

We listen. We want to hear what you have to say. We want to hear about your financial and life goals, your dreams, and what’s keeping you up at night. We won’t use a lot of industry jargon – we’ll speak in a language that’s easy to understand. Our team is always here for you; if it matters most to you and your family, it matters most to us.

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 Team

“If our clients have any financial issues at all, we help them.”Alex Weiss, President & Wealth Manager

“We take accountability.”John P. Napolitano, Founder & CEO

We streamline your financial life

Ready to reach out? Let’s talk and see if we’re a good fit.

Let’s Talk

Insights

Winning the Year-End Tax Game

By: John P. Napolitano | Founder and Chairman Before I got into financial advice, I was a CPA for a long time. I still carry the license. The reason I crossed the aisle was while taxes are complicated, it’s not that difficult to tell people what happened last year. Worse, I got tired of telling…

Look out, here comes Jim Cantore

In SW Florida, seeing Jim Cantore in person isn’t always a welcome sight. While many of us self professed weather geeks love watching him and all of the other natural wonders showcased on The Weather Channel, when he shows up in your town you know you’re in for a rough time ahead. Jim is now…

Market Update: October 2024

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Legal counsel should be consulted for specific advice or recommendations about any individual’s personal legal circumstances. Investment and financial planning advice offered through US Financial Advisors, a Registered Investment Advisor.

Comprehensive

Direct

Approachable

We streamline your financial life

The Jimmy Fund