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

How Are You Using 168 Hours?

By: John P. Napolitano | Founder and Chairman I think quality of life might be the best measure of success when it comes to financial planning. As much as most of us love winning the money game, what is money worth? What good is it if we don’t enjoy it? We meet phenomenally wealthy people…

Allow me a moment to put my Jane Austen hat on….

Nearly eleven years ago to this day, a gangly boy from Syracuse met a beautiful girl from Los Angeles by an odd stroke of luck, as they both went to the wrong hotel upon orientation of a study abroad program in Sevilla, Spain. Without much dating experience, he asked her to dinner that very same…

Do I Trust My Trustee?

By: Alex Weiss CFP® | President & Wealth Manager One of the fundamental rules of wealth preservation is to avoid the biggest mistakes. To be more specific, we sometimes refer to these as single points of failure in a financial plan. For high-net-worth families, designating your trustees might be one of the most often overlooked…

Comprehensive

Direct

Approachable

We streamline your financial life

The Jimmy Fund