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.
Meet the TeamWe streamline your financial life
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Southbound and Down
We head out tomorrow – another beautiful week in sunny south Florida to visit our families. Jennas mom, who the kids call Nana Lise, lives in southeast Florida, while my parents, John, and Joan (Nana Joanie and Papa) live in southwest Florida. The kids have a blast every year and look forward to it with…
Making Cents: Preparing to Sell Your Home
With the arrival of spring, now’s the time when many who have thought about selling a house get a little more serious. If the house needs some work to get the attention of today’s buyers, speak to a professional about which repairs may give you the best return on your investment. That professional could be…
Making Cents: The Rule of 168
The rule of 168 isn’t some fancy way of seeing how fast your money doubles or a code section from the IRS, it is a law of life. The law is that there are only 168 hours in a week, and you need to use them wisely if you want to live the ideal life…