U.S. Wealth Management is now Napier Financial

Same Team, still here working for you, just with a new look.

While our name and branding has changed, we are still a holistic, boutique financial planning and wealth management firm that is dedicated to serving all your financial needs.

From the Team

Our thoughts on finances,
planning, and life in general.

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Recent Insights


Introduction to Rob Napolitano

I would like to use my first personal note as an opportunity to formally introduce myself; Who am I?  What am I doing here?  And most importantly, what on earth was it like growing up with John as my Father? I’ll start with the basics. I am Rob Napolitano, the newest member of Napier Financial. …

small business

Making Cents: Selling Your Small Business

In today’s financial markets, hardly a day passes without news of one major acquisition or another. Selling a business is easy when the economy is good, interest rates are low and companies are looking for a way to deploy capital. But what about your small business? According to the Small Business and Entrepreneurship Council, firms…

Making Cents: Five Strategies For Tax-Efficient Investing

Once upon a time, retirement was defined as sipping lemonade on the front porch waiting for the grandchildren to visit. Today, however, things are different. The grandchildren may be visiting the house to feed the cat or walk the dog because the grandparents are busy. They are traveling, going out to dinner, and working. Some…

speaker series

Virtual Time Well Spent

Over the past several years a lot of terrible, terrible consequences have been the byproduct of the pandemic, but numerous positive outcomes that have arisen as well. One that many of us have benefited from is how technology has improved enough to allow us to virtually communicate with each other, without ever leaving our homes….

writers block

Proactive Procrastination

I am having vivid flashbacks to high school and college, so real, it has me sweating and glancing at the clock constantly. It’s 9pm and I am writing my personal article the day before it’s due. It’s not that I don’t have anything to say (hah!) it’s just that I don’t know what to say….

Making Cents: Spending Your Retirement Wisely

In today’s world of people living and working longer, the old vision of retiring and sitting on the front porch with a glass of lemonade just doesn’t cut it. Some people may continue to work because they have to, but for others it is often because they really don’t know what else they’d do with their…

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