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

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…