Wealth Management to
Simplify Your Life

Our clients agree that personal attention and
a comprehensive plan is vital to achieving financial goals.
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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
Our 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

ellie-happy

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…

single family house

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…

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