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.
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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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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,…