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

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

“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

Insights

Making Cents: Take the Noise in Stride When Considering Investment Approach

Looking back over history there are many times when policy, politics and fear overcame markets. It happens in just about every market; real estate, Wall Street, Currencies and Commodities both domestically and abroad. Sometimes these markets react favorably and other times, unfavorably. What is exceptionally tough to do is to use policy, politics and fear to…

Office Reopening

We are finally opening our office after about 7 weeks of construction and many months of planning. Overall, everything went according to plan with only a few minor items still on the punch list. What we confirmed in the process is that as long as we have power and Wi-Fi, we can function – but…

Market Update – Debt Ceiling Observations

Undoubtedly you’ve seen numerous stories in the media recently about the national debt and the debt ceiling. The short story is the US debt limit will need to be raised by Congress to fund the federal government’s spending obligations. If an agreement is not reached in a timely manner, perhaps by early June, it’s unlikely,…