25 Years. One Focus.
Building strong client relationships is the foundation of my approach, and I have more than 25 years of combined experience helping people of means pursue their financial and wealth management goals. I am committed to earning your trust by offering candid financial advice and pro-active investment guidance.
Many clients that I work with have begun, or are preparing for, a new stage of life – retirement. They come to me seeking strategies designed to preserve their wealth and help provide an income stream that will enable them to realize lifelong goals and dreams. I am pleased that several relationships I have established span two or three generations of the same family.
I realize that no two clients are alike, even though they may share similar concerns. That is exactly why I take the time to learn who you are, what's important to you and what you want to accomplish with your wealth – for yourself and future generations.
Again, I appreciate your trust and desire to work with me.
I look forward to collaborating with you in the coming months and years to help you accomplish your financial goals.
Planning for you and yours,
Stephen Napier
Together we make a great team.
The financial team of Stephen Napier & Michael Enright have built a reputation on helping individuals, families and businesses reach their maximum financial potential. Our goal is to become a lifelong resource to you by providing ongoing education, collaboration and support. Our practice is structured with you in mind.
View Our Customer Relationship Summary
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What Does The Largest Social Security COLA Increase In 40 Years Mean For Your Retirement?
Wednesday, October 20, 2021 - Forbes
In October, the U.S. Department of Labor (DOL) announced that its broader measure of inflation, the consumer-price index, rose 5.4% in September from a year earlier, marking the largest annual gain since 2008. Read more...
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Your Brain Doesn't Want You to Succeed, But 'Healed Hustle' Can Get You Unstuck
Tuesday, October 19, 2021 - Entrepreneur Magazine
Despite all of the mindset work you are currently doing, your brain isn't actually on your side. Let's fix that with healed hustle. Read more...
![](https://assets.entrepreneur.com/content/3x2/2000/1634228717-GettyImages-872323824.jpg)
These 6 Small Steps Will Help You Achieve Your Biggest Goals
Wednesday, October 20, 2021 - Entrepreneur Magazine
If it seems like you can't reach your goals no matter what you do, having a plan can help you get back on track. Read more...
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The Halloween Effect: Why You Should Get Ready To Buy Equities In November
Monday, October 18, 2021 - Forbes
Investors should not be spooked by Halloween. Now is a great time to buy equities. Research shows there is a significant seasonality to stock markets and they consistently perform better in the winter months. Read more...
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The first big energy shock of the green era
Friday, October 15, 2021 - The Economist
The message from the shock is that leaders at cop26 must move beyond pledges and tackle the fine print of how the transition will work. Read more...