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.
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We streamline your financial life
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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

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,…