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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We all eventually clean out a closet or basement, and find things that we forgot about and deem useful or valuable. From a financial perspective, the same process may also yield unexpected treasures. The living proof of this is your state’s unclaimed property list. In Massachusetts, it is estimated that one in 10 residents have […]
We are approaching our 7th Annual Jimmy Fund Golf Tournament which is set for this Friday. This year we are fundraising for the research, treatment, and cure of Acute Myeloid Leukemia (AML) in honor of Mike Aizenstadt. We are often asked to donate to various charities and fundraisers throughout the course of the year, and […]
Not all financial issues stand out and ask you to fix them. In fact, your financial problems are a lot like potholes in the night. Unlike the potholes visible in bright daylight, financial potholes are like night time road potholes – you don’t really see them until you hit one, and then it may be […]