Napier Financial

Napier Financial is a boutique fully integrated wealth manager and multi-family office.

We are a fiduciary that will always act in your best interests. Our service is pro-active designed to consolidate fractured advice, identify gaps and minimize the possibility that something significant falls through the cracks.

Our Team

Listening to you is what we do. When you call, we answer, and we work to get to know you.

John P. Napolitano CFP®, CPA, PFS, MST, Founder & Chairman

John Paul Napolitano is a highly accomplished and respected figure in the world of finance. As a certified public accountant (CPA) and certified financial planner (CFP®), he has dedicated his career to helping individuals and businesses manage their finances effectively. With a master’s degree in taxation, he possesses an in-depth understanding of complex tax strategies and regulations and applies this knowledge to simplify the real-world challenges of high-net-worth families.

Mr. Napolitano’s extensive experience in the financial industry spans several notable ventures. He is the founder of Napier Financial, a highly renowned financial planning and family office firm known for providing fully integrated wealth management services to its clients. John is Chairman of Napier and focuses on the building an enduring team and overseeing our most complicated matters. Prior to Napier, John was the founder and Chairman of US Wealth Management with over 30 professionals in 9 offices nationwide.

His entrepreneurial spirit led him to establish GenWel Capital, an innovative alternative investment company that leverages our vast network of professionals to offer tailored private investment solutions. Napolitano’s ability to identify emerging trends and embrace investments in private lending, real estate and private equity has played a significant role in his success as an industry thought leader.

Under John’s Leadership, the firm launched two additional entities. The Napier Family Office was established to assist high net worth families with record keeping, bill pay, family governance and maintaining order of a complex balance sheet comprised of multiple operating entities and private investments. Southcoast Financial Partners provides tax and accounting services to high-net-worth families and growth oriented small to middle market companies.

Napolitano’s contributions to the financial planning community go beyond his entrepreneurial endeavors. He served as the past president of the Financial Planning Association of Massachusetts and was recognized as the Financial Planner of the Year for Massachusetts in 2015. This prestigious award reflects his dedication to excellence and his commitment to serving his clients and other professionals with the utmost professionalism and integrity.

Furthermore, Napolitano is a prolific author, having written three books that provide valuable insights into various financial topics. His expertise and knowledge are also sought after by major publications, as he regularly contributes to Accounting Today. Previously, he worked as a writer for a prominent newspaper and served as a financial commentator on WB 56 TV. He also had the opportunity to host a daily radio show on Bloomberg Radio, where he shared his financial wisdom with a wider audience.

Overall, John Paul Napolitano’s exceptional achievements and contributions have solidified his reputation as a trusted and influential figure in the financial industry. His expertise, combined with his genuine passion for helping others, have made him a sought-after advisor and an invaluable resource for high-net-worth families seeking fully integrated financial advice as well as financial professionals seeking additional expertise and practice management guidance.

Alex Weiss CFP®, President & Wealth Manager

Alex leads Napier Financial’s Wealth Management division by implementing tailored strategies based on the needs and future financial aspirations of families and businesses. He does this with analysis and overseeing the services of other professionals and subject matter experts to support clients’ financial needs. Alex takes great pride in helping his clients by providing real clarity about every financial decision, and by coordinating the fractured advice clients receive from multiple sources.

Alex started his career in 2006 as an intern supporting a team of advisors while completing his degree at Bryant University in Actuarial Mathematics. He currently resides in Westwood with his wife, Ashley, and their two young daughters. He enjoys traveling and spending time with his large family.

Robert Napolitano, Managing Partner & Director of Alternative Investments

Robert Napolitano is a partner at Napier Financial who oversees the alternative investments division of the firm. He is the leader of the investment committee at GenWel Capital and a member of the loan committee for a private lending fund co-managed by GenWel Capital 2.

Robert has worked in the wealth management industry since 2009, specializing in developing portfolios and reviewing alternative investments for high-net-worth families. During that time, he built a wealth management practice and has been working directly with individuals and business owners to tailor strategies for their financial future.

Prior to joining U. S. Wealth Management, now Napier Financial, Robert oversaw a portfolio of more than ten large commercial and residential properties with annual revenues exceeding $28 million. By delivering monthly financial statements, creating annual forecasts and relaying accurate information to investors and management company shareholders, he gained real estate experience that ignited the passion for alternative investments. Combining that passion with his experience in wealth management, Robert aims to deliver a unique opportunity in real estate and private lending investments, anchored on strong cash flow.

Rob currently lives in Norwell with his Wife, Jenna, and their three young children. He enjoys spending time with his family on their boat, riding bicycles, or driving on to Duxbury beach. When he isn’t chasing around his children, he can be found tinkering with the engine in his race car or the fishing on the family’s boat.

Rob is a graduate of Bentley University with a B.S. degree in Corporate Finance and Accounting.

Thomas Fletcher CFP®, Chief Investment Officer

Tom has been dedicated to serving clients in the financial services profession for the past 40 years. His experience includes investment and wealth planning for high net worth individuals and small businesses, as well as an extensive background in institutional equity trading.

As Chief Investment Officer for Napier Financial, Tom designs custom investment portfolios to help our clients achieve their financial objectives. In conjunction with our rigorous financial planning process, Tom identifies key investment opportunities, determines strategic asset allocation, monitors investment performance, and communicates our investment outlook.

Throughout his career, Tom has held various leadership positions. Prior to joining Napier Financial (formerly US Wealth Management) in 2013, Tom spent the majority of his career as an institutional equity trader for the Fidelity Investments asset management complex of over 250 funds. During that period, Tom was the head trader for many well-known, multi-billion dollar Fidelity mutual funds including Magellan, Equity Income, Low Priced Stock Fund, Fidelity Fund, and the Midcap Stock Fund. He also spent many years as the trading sector specialist in the technology, media and telecom sectors. While at Fidelity, he was an integral part of the investment process and collaborated extensively with portfolio managers and analysts, and was responsible for implementing profitable trading ideas and successful trading strategies.

Tom currently lives in Boston with his wife and son. He enjoys cycling, skiing, baking bread, and is a tropical fish enthusiast.

Thomas Schulte CFP®, Partner & Director of Financial Planning

Tom Schulte is the Director of Financial Planning, member of the investment committee, and partner of Napier Financial. Tom works closely with the families and individuals we serve to ensure that they receive sound and cohesive advice in conjunction with all the moving parts of a complex financial plan.

Prior to his six years at Napier Financial, he previously worked in the wealth management department of a New York City insurance firm where he assisted in operations and analysis of client portfolios. He is a graduate of Marist College with a Bachelor of Science in Business Administration with an emphasis in Marketing as well as a Minor in Economics.

Tom currently resides in the South End of Boston with his fiancé, Khrista and enjoys cooking, playing golf and spending time with his dog, Mia.

Prescott Busk, Operations Manager

As the Operations Manager, Prescott brings a passion for collaboration and efficiency to his role at Napier Financial. He focuses on creating streamlined business processes that enhance client experiences and empower the team to deliver exceptional service. Prior to joining Napier Financial, Prescott spent 11 years as Director of Operations for a top luxury real estate team, where he led strategic marketing initiatives and optimized operations to deliver concierge-level service. This background aligns perfectly with Napier’s commitment to providing a consultative, white-glove approach to wealth management.

Growing up in Cohasset, Prescott developed a love for the outdoors and now enjoys spending time on the water with his wife, Katie, and two young children, Brooks (2) and Natalie (3 months). Whether boating, fishing, hiking, or skiing, Prescott finds balance and inspiration in nature and quality time with loved ones.

Adam Dani, Retirement Plan Specialist

Adam is a Retirement Plan Specialist with Napier Financial. In this role, he helps hospitality business owners navigate the often complicated process of providing a world class retirement plan to their employees. Through plan design, fee analysis and employee engagement, he ensures the plan is a true benefit for both the company by reducing their day-to-day workload and costs, and for their employees by helping them get closer to their retirement goals.

Adam started his career in 2007 as an advisor focused on retirement plans and has since spent many years working for several of the largest retirement plan providers in the world. He holds a Bachelors of Science from Southern Nazarene University, and served in the U.S. Coast Guard. He lives in Worcester and spends most of his free time coordinating soccer, basketball, and lacrosse schedules for his 3 children.

Nick Berlen, Operations Associate

Nick is an Operations Associate with Napier Financial. He is responsible for day-to-day operations and making sure the office runs smoothly and efficiently.

Nick is a graduate of the University of North Carolina at Charlotte with a B.S. in Finance and Risk Management. He will be working towards earning the Certified Financial Planner TM designation and looks forward to being able to help clients with their financial needs and goals.

Nick currently lives in Norwell and enjoys spending time working on cars, watching baseball and football, and weight-training.

Dante Coppola CFP®, Financial Planner

Dante Coppola is a Financial Planner and a member of the investment committee for Napier Financial and is based in the firm’s home office in Braintree, MA. Dante devises and implements financial plans for his clients, personalizing the plans to fit the individual needs of each client.

Dante completed his Certified Financial Planner™ certification, demonstrating his dedication to improving himself to then better assist clients with all their financial planning needs. Prior to joining Napier Financial, Dante worked at an Insurance and Estate planning firm where he assisted financial advisors in the operation and recommendation of plans. He is a graduate of Bentley University with a Bachelor of Science in Economics-Finance and a Minor in History.

Dante currently resides in Newton Corner with his fiancée, Deidre, and enjoys trying new restaurants and taking in all sports, especially football.

Laura McHaffie, Marketing Director

Laura McHaffie is a seasoned creative leader specializing in visual communication. As Marketing and Creative Director at Napier Financial, Laura brings a sharp eye for detail and a strategic approach to storytelling, ensuring the brand connects meaningfully with its audience.

With over a decade of experience, including leadership roles at top agencies, she has crafted impactful campaigns that merge creativity with purpose. Laura combines artistry and strategy to deliver innovative, results-driven solutions for clients and organizations.

When not at work, Laura is chasing around 2 little toddlers and an energetic dog around the south shore (and loving every fleeting minute of it.) Nothing keeps you more creative than hanging out with children.

Yoyo Chen, Client Associate

With a passion for fostering meaningful connections and creative strategies, Yoyo brings a fresh perspective and creative energy to her role as a Client Associate at Napier Financial. Her natural inclination towards organization and detail-orientation makes her the perfect candidate to ensure nothing falls through the cracks for clients.

Yoyo is a recent graduate of the University of Massachusetts Lowell, where she earned a Bachelor of Business Administration with a concentration in Marketing. An advocate for giving back, Yoyo has collaborated with multiple nonprofit organizations, spearheading campaigns and events that drive community impact.

Yoyo has family in China and enjoys traveling 1-2 times each year to visit them. She looks forward to great food, rich architectural history, and celebrating the many holidays & festivals.

Carrie Pendleton, Bookkeeper

Carrie is the Bookkeeper at Napier Financial, where she combines her expertise in financial management with a passion for teamwork. With a Bachelor of Science in Business Management from UMass Boston, she brings a wealth of experience, having served as a Tuition Manager at Fontbonne and Bookkeeper at Holy Family Parish.

Carrie’s favorite part of her role is the people she works with, and she takes pride in ensuring financial accuracy and efficiency for both the firm and its clients. Her organizational skills and attention to detail are vital to the practice’s smooth operation.

Outside of work, Carrie is a dedicated mom and unofficial “uber driver,” chauffeuring her daughters, Eva (13) and Shayla (11), to their many activities, including Irish Step Dancing, basketball, 4H, and horseback riding. She and her husband, George, enjoy traveling throughout the Northeast for dance competitions. At home, they’re joined by their 19-year-old Burmese cat, Mia, and Maisie, a 7-month-old Continental Giant Rabbit.

Our Services

Fully integrate all of the financial moving parts of life.

Holistic Wealth Management

At Napier Financial, we prioritize your financial goals with tailored strategies that blend passive and active solutions. Access diverse markets, including public and private investments, to create a balanced and robust portfolio.

A Different Family Office

We exist to work with families looking to align values and vision with assets, family, and time, under life’s inevitable set of ever-changing circumstances.

Diligence and review of existing alternative investment program

Investing through our Alternatives partner, GenWel Capital, means a seamless investment process and easy integration into your overall financial plan, with one stop to discuss your entire financial life.

Comprehensive Tax Planning

Taxes shouldn’t just be forgotten until April

The Napier team is eager to work with your forward-thinking CPA to ensure that we’re considering all aspects of your tax situation throughout the year.

Choosing a trustee should be a thoughtful decision.

It’s not prudent to automatically choose your oldest child or brother for that role.

This is a very serious role that requires work and a working knowledge of trust, tax and estate laws. Choosing to name a Napier partner as your trustee may work better for your family. It may help to maintain or improve family harmony when tough decisions need to be made.

For many of our clients, their business is the largest asset they own.

They are good at what they do and their business has afforded them a great lifestyle. We will help coordinate the matters that most business owners don’t get to until it is too late.

Address: 30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184, USA

Phone: +1 781 884 2356
Email: aweiss@napierfinancial.com