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

Making Cents: Five Strategies For Tax-Efficient Investing

Once upon a time, retirement was defined as sipping lemonade on the front porch waiting for the grandchildren to visit. Today, however, things are different. The grandchildren may be visiting the house to feed the cat or walk the dog because the grandparents are busy. They are traveling, going out to dinner, and working. Some…

Virtual Time Well Spent

Over the past several years a lot of terrible, terrible consequences have been the byproduct of the pandemic, but numerous positive outcomes that have arisen as well. One that many of us have benefited from is how technology has improved enough to allow us to virtually communicate with each other, without ever leaving our homes….

Proactive Procrastination

I am having vivid flashbacks to high school and college, so real, it has me sweating and glancing at the clock constantly. It’s 9pm and I am writing my personal article the day before it’s due. It’s not that I don’t have anything to say (hah!) it’s just that I don’t know what to say….