I’m truly excited to announce that later this month, I will be carrying the Napier flag from southeastern Massachusetts to southwestern California. This move will allow me to pursue longstanding personal and professional goals, while maintaining my commitment to the team’s financial planning services.  I will also be guiding a carefully vetted opportunity the firm has identified as having the potential to broaden the scope of services we provide to Napier clients.

My day-to-day responsibilities will remain unchanged. With over 90% of our meetings being virtual these days, we are confident in our abilities to make my geographic transition seamless. To ease my relocation out west, I’ll continue to keep east coast hours, and will field the same off-hour emergencies that come with the practice. I will be traveling back to our home office in Braintree at least quarterly for in-person client meetings and visits, with my first return flight already booked for March. Furthermore, I will remain a fixture in all team meetings and will continue to contribute to the firm’s newsletter feature article – but with sunnier insights to draw on for inspiration.

Best personal wishes for the New Year. I look forward to our future collaborations.



By Thomas Schulte CFP® Director of Financial Planning Read More