Wealth Management to
Simplify Your Life

Our clients agree that personal attention and
a comprehensive plan is vital to achieving financial goals.
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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
Our 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.

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The 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.

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Insights

Game Changing Life Transitions that need Attention

By John P. Napolitano CFP®, CPA, PFS, MST | Founder & Chairman Most people approach their financial planning on a piecemeal basis.  They look at their portfolio every now and then.  They talk to an estate planner every 10 or 20 years, even though it should be more frequent. They buy their life insurance in…

Lunar New Year

As the Lunar New Year rolls around, we’re not just welcoming a new year, we’re diving into a vibrant tapestry of tradition, culture, and a whole lot of fun! The Lunar New Year is the most important holiday in the Chinese community, and it serves as a time to reconnect with loved ones and honor…

When Optimism Gets Dangerous

By Thomas Schulte | Director of Financial Planning We all love it when things are going well in our financial world. Our portfolio is up, our income is growing, and the business is doing well. While that’s never bad news, optimism often comes with a dangerous case of tunnel vision. As Morgan Housel reminds us,…

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