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.
Comprehensive
Direct
Approachable
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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Let’s TalkInsights
My Kind of Golf
Golf has always been an interesting sport to me. I try my hand a few times every year, enjoy more than a few beers with my friends, and judge how well I do by if I finish with any of the balls that I brought. So far…….no luck. That’s why TopGolf has always sounded like…
Making Cents: Does Using an Entity To Own Property Provide Protection?
As with many things financial, the answer is maybe. The type of protection and the type of entity you are using will determine just how protected your assets are from potential problems. A very common example is the ownership of rental real estate. If you own rental real estate in your own name, and someone…
Disney For The Win!
Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the…