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

Go Bag

In college, one of our favorite pastimes was giving each other wild scenarios and asking what everyone would pack in their ‘Go Bag’ given the circumstances. The answers were always shocking and intentionally goofy, but it was clear that none of us had a true understanding of what and when a ‘Go Bag’ was used….

Private Foundations vs. Donor-Advised Funds

By: Alex Weiss CFP® | President & Wealth Manager As we enter the new year, some of our clients are looking ahead at significant income events such as selling a business. Whatever the cause, the expected income comes with a hefty tax bill if no creative action is taken. Two common charitable giving options often…

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…

Comprehensive

Direct

Approachable

We streamline your financial life

The Jimmy Fund