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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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…
Who Left The Lights On? Handling Shared Vacation Homes
We’re reaching the end of summer, and we’ve heard quite a few stories about family vacation properties. There’s a lot of emotion tied up in the topic. Families go for a good time. They go for gathering. And as this world has gotten so global, this may be the one or two times a year…
What We Really Mean When We Ask, “How Am I Doing?”
By: Alex Weiss CFP® | President & Wealth Manager When someone asks their financial advisor, “How am I doing?” They usually mean, “How’s my portfolio doing?” I understand why that’s the case. Financial advisors have put much effort into being known as the investment people. Unfortunately, it also means a disproportionate amount of their conversations…