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
Direct
Approachable
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 TeamWe streamline your financial life
Ready to reach out? Let’s talk and see if we’re a good fit.
Let’s TalkThe 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.
Insights
Adjusting to Life Post-Income
You might be surprised how often wealthy families experience anxiety when they exit their businesses or careers. It centers around a shift away from income to living off of assets. We have clients who have been earning an income since they were 14 working a paper route. Looking forward to the next paycheck is all…
Summer Rewind
As we rolled through the unofficial last days of summer, we looked around each morning and saw the yellow school buses pick up the neighborhood kids with brand new backpacks and clean sneakers. I can remember being anxious about heading back to school. What class would I be in, what was my teacher like, ……
It’s the most wonderful time of the year!
No, I don’t mean the winter holidays – I’m talking about the start of football season, which has finally arrived! We have patiently waited over six months for tomorrow to mercifully bring the first game of the NFL season. The game that gathers families together (with beer and wings, or another favorite gameday food) in…