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Meet Our Team

John P. Napolitano CFP®, CPA, PFS, MST

Founder & CEO

Alex Weiss CFP®

President | Wealth Manager

Thomas "Tom" Fletcher CFP®

Chief Investment Officer

Jacob "Jake" Acker

Financial Planning & Operations Associate

Thomas "Tom" Schulte CFP®

Financial Planner

Jenn Kovalski

Client Relations Associate

Office

30 Braintree Hill Office Park
Suite 201
Braintree, MA 02184
United States

Client Relationship Summary (Form CRS)

Investment advice offered through U.S. Financial Advisors, a registered investment advisor.

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