Wealth Management to
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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.
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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.
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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
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.