Your Financial Head Coach

Like the Head Coach of a sports team or an orchestra conductor, we oversee or manage all facets of our clients’ financial lives.
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Napier Financial is a boutique fully integrated wealth manager and multi-family office.

We are a fiduciary that will always act in your best interests. Our service is pro-active designed to consolidate fractured advice, identify gaps and minimize the possibility that something significant falls through the cracks.

About Us
  • alex-weiss
    “If our clients have any financial issues at all, we help them.”Alex Weiss,President & Wealth Manager
  • john-napolitano
    “We take accountability in ways other advisors simply cannot.”John P. Napolitano,Founder & CEO

Exceptional Service, Unmatched Accessibility

Wealth Management

Financial planning, tax planning and management, Estate Planning, business planning, Investment management

Family Office

Full financial management and planning for estates, liquidity, business changes (succession/retirement), family governance, and philanthropic planning.

Alternative Investments

Napier Financial can offer a suite of private investment through its partner firm, GenWel Capital.

CPA / Tax Planning

Comprehensive tax planning beyond just your investments. Work with our CPA partners or we will work with yours.

Trustee Services

Choosing to name a Napier partner as your trustee may work better for your family.

Business Services

Business tax planning, business retirement plan services, employee compensation and retention techniques, assisting with a business valuation

Always available, ensuring you’re consistently informed.

  • Episodic Advice

    You need help when the situation arises, which doesn’t always happen between 9 – 5 Monday to Friday.

  • See What You’ve Been Missing

    We care about what matters to you; up and down the family tree, your business, and maximizing your 168 hours per week.

We streamline your financial life

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

Fully Integrated Wealth Management and Estate Planning

  • Fully Integrated

    Most of our clients come to us with a team of qualified, but disjointed professionals. Communication between the subject matter experts is often weak at best, and rarely integrated with other related issues.

  • Direct

    Your financial decisions deserve clear direction, pursuant to your plan. We will meet with you as often as needed to be sure you understand your options and make good choices.

  • Approachable

    We listen, and need to hear what you have to say to best integrate your finances, dreams, family, and business. Our team is here for you; what matters most to you and your family matter most to us.

Life & Finance: Insights to Inspire

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