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
The Perfect Bite
As we approach one of my favorite times of the year, Thanksgiving, into the holiday season, I constantly have flash back memories of those holiday traditions as a kid. Depending on what house and what holiday, we had the ‘kids’ table all the way through being young adults. The conversations and the food seemed to…
Picking The Winners
By Rob Napolitano When you’re in the world of alternatives, you get asked a lot about who the “winners” are. The first thing I tell people is that the right question is more focused on what your financial objectives are, not who makes headlines for ROI. Alternatives can tiptoe between asset and liability when they’re…
Market Update: November 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.