Wealth Management

Navigate Wealth with Purpose

Integrated Financial Strategy

Your financial world isn’t one-dimensional, and your strategy shouldn’t be either. We connect investments, planning, and real-life goals into a clear roadmap designed to adapt as life does. From business growth to legacy planning, every move supports the bigger picture.

Lifetime Planning
Build a financial plan that supports your life today and tomorrow. We help you maintain independence and stability at every stage.
Wealth with Intention
Use your wealth to live well and give back. We help you plan for spending, legacy, and philanthropy that reflect what matters most.
Investing in What’s Next
We help clients explore forward-thinking investments, from private ventures to emerging opportunities, that fit your goals and appetite for innovation.

Customized Investment Strategies

Public Markets
Benefit from tax-efficient strategies, diversified holdings, and curated asset mixes to manage risk and cost.
Private Markets
Gain access to institutional-quality opportunities with attractive yields and risk mitigation.

Commitment to Transparency and Trust

As fiduciaries, we put your interests first, offering fee-only advice with full transparency on costs, fees, and investment strategies. We provide independent performance evaluations and remain unaffiliated with banks or brokers to ensure unbiased guidance.

Financial Planning Steps

We start with a meeting to get to know each other and learn about your vision, concerns, aspirations, and fears. We listen, we talk about your family, friends, and the people and issues that matter to you.

We will ask you to gather a lot of information. But don’t worry – we’ll help any way we can. We’ll take this information away to review and analyze everything, and begin to formulate a plan.

We get back together with you to review what we’ve heard, read, researched, and analyzed. We will use this time to make sure we’re all on the same page regarding your current financial situation and your future goals.

We’ll set a regular cadence of meetings, live or via Zoom to review all of the recommendations based on your information and your goals. Not every situation is the same, so we are sure to prioritize the most important topics first.

We will continue to meet and touch base through the implementation process, and then begin our regular schedule of review meetings as frequently as needed. We also know that priorities can change over time, so we’re always here to listen and change course if needed.

In addition to our formal, periodic review meetings throughout the year, we pride ourselves on supporting an episodic relationship with the families we work with. Being able to address any and all planning roadblocks where and when they arise with the experience, empathy (or understanding) and data to do so.

Exclusive Private Investment Opportunities

Explore a variety of private investments, including real estate, qualified opportunity zones, private capital, and more, tailored to meet your financial objectives.

Join us at Napier Financial and take confident steps towards your financial success with our expert guidance and comprehensive services.

“We believe that true wealth management goes beyond investments.”

It’s about understanding your unique goals and crafting a strategy that aligns with your life aspirations. Our team is dedicated to providing personalized, transparent, and comprehensive financial solutions that empower you to achieve financial independence and peace of mind.

John P. Napolitano,
Founder & CEO