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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.
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
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Making Cents: Starting A Small Business In Retirement
Everyone’s vision of retirement is different. Certainly the idea of retirement in 2023 is different than it was in 1950. Today’s retiree is more active, with many to-dos on the bucket list and the time and resources to pursue their vision. To some that means starting a small business. Maybe it’s your hobby that you’ve…
Taking a Bite Out of the Apple
It had been years since we last visited, so a couple of weeks ago when my son was home on his school break, my family decided to take the Acela down to the Big Apple with the goal of being nothing other than tourists for a few days. It can be daunting trying to figure…
Making Cents: How Can The FDIC Help?
The banking industry has seen a bit of upheaval over the past week, and we’ve seen some market volatility as a result. I’m sure you’ve seen the images of the people lining up in front of their SVB-owned local bank, hoping to get their savings back. There’s been a lot of talk about the government’s…