Skip to content
Who We Are
The Jimmy Fund
How We Help
What To Expect
Listening to you is what we do.
When you call, we answer, and we work to get to know you.
John P. Napolitano CFP®, CPA, PFS, MST
Founder & CEO
Alex Weiss CFP®
President & Wealth Manager
Thomas Fletcher CFP®
Chief Investment Officer
Managing Partner – GenWel Capital
Thomas Schulte CFP®
Retirement Plan Specialist
Client Relations Associate
Financial Planning & Operations Associate
Interested in getting to know us more?
Let’s talk and see if we’re a good fit.
Ready to reach out?
Phone or Email
How Can We Help?
Let's talk and see if we're a good fit. We will never spam you or share your information with a third party.
Sign Up For Our Newsletter
Sign up to receive our Insights delivered to your inbox.
Please add me to this subscription list.
We will never spam you or share your information with a third party.