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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Here we are, August 3rd. Approaching the ‘cat’ days of summer as they should have said! Summer is my favorite season, and in my prior years I would spend it at the beach as much as the weather would allow. I had the whole beach trip onboard and offboarding down to an origami-like science ensuring […]
When most folks think about their estate plan, little attention is paid to the personal property in your estate. That may include Mom’s engagement ring, Dad’s 1969 Camaro, or anything else of sentimental or monetary value. The most common and least effective way of dealing with this is often a clause in the will which […]
When we hear the word Goat these days, many think of the word as an acronym for the “Greatest Of All Time’. This term was made widely popular in New England as the media and fans alike began to refer to Tom Brady as the GOAT. While he may be the GOAT in the eyes […]