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
Ready to reach out? Let’s talk and see if we’re a good fit.
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
My Ideal Annual Review
By John P. Napolitano CFP®, CPA, PFS, MST | Founder & Chairman I was recently asked, “John, what does your ideal annual review look like? What are you looking at for yourself?” Everyone’s financial situation evolves as life goes on. We go through various stages: accumulation, spending, preservation, and distribution. At this stage of my…
Family Traditions
We are lucky to have family traditions that my kids, as young as they are, anticipate with excitement and energy only young children can bring. With the holidays upon us everyone has traditions on their mind, and when you have a new generation of children the traditions of old often get a little shaken up. …
Gifts That Keep On Giving
By John P. Napolitano CFP®, CPA, PFS, MST | Founder & Chairman We’re a week from the holidays, and hopefully, your holiday shopping is mostly done. Few things are less fun than joining the crowd of stressed procrastinators looking for last-minute presents this week. And can we even trust that 2-day delivery online shopping promises…