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.

Let’s Talk

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

2024: Milestones, Memories, and What’s Next

This may well be my last article of 2024. To that end, I’d like to be the first to say that spending 2024 with you has been a privilege. I know the year wasn’t a privilege for everyone. 2024 brought its share of heartbreaks to the 135 families that we work with. And for you,…

Giving Through Endowments

By John P. Napolitano CFP®, CPA, PFS, MST | Founder & Chairman In honor of Giving Tuesday Financial planning is at its best when a client asks us, “Help me find a way to do something that’s deeply important to me.” In that vein, I want to share a recent client story of this sort…

thanksgiving

From Our Table to Yours

We asked our team to share their favorite dishes that make Thanksgiving with loved ones extra special! What is your favorite dish to make or eat? Reply and let us know! Alex: So many great choices here, and this changes with time. However, my wonderful wife Ashley makes this butternut squash soup for a first…

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