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

It’s your life and it’s your money. And like everyone else, you only have 168 hours per week to pursue what you want. You’re the owner of your finances. We are prepared to serve as the head coach to make sure that all of your advisors are on the same page.

Direct

You will have real clarity as it relates to your financial future, as well as a clear understanding of your options. You will have a complete roadmap with clear milestones. We will meet with you several times each year to ensure that your questions are answered and new issues are addressed.

Approachable

We listen. We want to hear what you have to say. We want to hear about your financial and life goals, your dreams, and what’s keeping you up at night. We won’t use a lot of industry jargon – we’ll speak in a language that’s easy to understand. Our team is always here for you; if it matters most to you and your family, it matters most to us.

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.

Meet the Team

“If our clients have any financial issues at all, we help them.”Alex Weiss, President & Wealth Manager

“We take accountability.”John P. Napolitano, Founder & CEO

We streamline your financial life

Ready to reach out? Let’s talk and see if we’re a good fit.

Let’s Talk

Insights

Making Cents: Divorce and Money

It’s no secret that many couples end up airing their grievances in court. About 50% of our married population ends up in divorce, with second marriages showing a higher rate of divorce at around 65%. Rarely looked back upon with fond memories, the battling and legal costs associated with divorce brings anguish. Almost as rare…

Fridays on the 405

At the end of a trying week of elementary school, us kids deserved a release, an exclamation point crossing the threshold from learning minds to wacky-weekend-warriors. After years of observation and experimentation, our beautiful brains learned that we could clip in seatbelts from across the aisle to create a makeshift swing. Parlay that with ‘the…

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…