Napier Financial

Adam Dani is a financial advisor at Napier Financial with 13 years of industry experience and a Series 66 designation. He has held positions at firms including US Wealth Management, Valentinos, Volturno, PFE Advisors, and John Hancock. Napier Financial, LLC serves individuals, foundations, trusts, estates, corporations, and retirement plan sponsors, providing discretionary investment management, financial planning, retirement plan advisory, family office and trustee services, and consulting. The firm employs a macro-economic, top-down asset allocation approach and offers customized portfolios across a broad range of asset classes.

Alexander Weiss is a CFP® with 16 years of industry experience currently with Napier Financial. He previously worked at LPL Financial and U.S. Financial Advisors, where he held advisory roles. Weiss is a partial owner of GenWel Capital, LLC and GenWel Capital 2, LLC, firms that invest in private real estate transactions. Napier Financial serves individuals, foundations, trusts, estates, corporations, and retirement plan sponsors, offering discretionary investment management, financial planning, and family office services. The firm employs a macro-economic, top-down asset allocation approach and manages customized portfolios that include alternative investments and private placements.

Thomas Fletcher is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is currently with Napier Financial, LLC and previously worked for U.S. Financial Advisors and LPL Financial. His other business activities include managing private real estate investment funds through affiliated entities. Napier Financial, LLC serves high-net-worth individuals, foundations, trusts, estates, corporations, and retirement plan sponsors, offering discretionary investment management and comprehensive financial planning services. The firm uses a macro-economic, top-down asset allocation strategy and combines fund-sponsor activity, family office, trustee, and ERISA plan advisory services.

Dante Coppola is a CFP® with five years of industry experience and is currently with Napier Financial. His prior experience includes roles at The Leaders Group Inc, BKA Financial, NYLIFE Securities LLC, and New York Life Insurance Co. He also worked at Eddie Shammay and AXA Advisors early in his career. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and retirement plan sponsors. The firm employs a macro-economic, top-down asset allocation approach and offers discretionary investment management, financial planning, family office and trustee services, and retirement plan advisory.

Anne Gouthro is a CFP® with six years of industry experience, currently affiliated with Napier Financial. Her prior experience includes several years at Fidelity Brokerage Services LLC. In addition to her advisory role, she dedicates part of her time to insurance sales. Napier Financial, LLC serves individuals, high-net-worth clients, and institutional entities with discretionary investment management, financial planning, and trustee services. The firm uses a macro-economic, top-down asset allocation strategy and offers access to alternative investments and private funds through affiliated real estate investment managers.

Thomas Schulte is a CFP® professional at Napier Financial with six years of industry experience. He previously worked at US Financial Advisors for nine years before joining Napier Financial in 2025. Schulte is involved as a partial owner and investment manager in GenWel Capital, LLC and GenWel Capital 2, LLC, firms that invest in private real estate transactions. Napier Financial serves individuals, foundations, trusts, estates, corporations, and retirement plan sponsors, providing discretionary investment management, financial planning, and other advisory services. The firm employs a macro-economic, top-down asset allocation strategy and offers a mix of mutual funds, ETFs, equities, fixed income, alternative investments, and private placements.

John Napolitano is a CFP® and PFS™ credentialed advisor with 33 years of industry experience. He is currently with Napier Financial, LLC and previously worked at firms including Truro Asset Management, LPL Financial, U S Insurance Brokers, and U.S. Financial Advisors. Napolitano is also an author, writing a weekly syndicated newspaper column and monthly magazine articles. Napier Financial serves individuals, families, foundations, trusts, estates, corporations, and retirement plan sponsors with discretionary investment management, financial planning, retirement plan advisory, family office, trustee services, and consulting. The firm employs a macro-economic, top-down asset allocation strategy and offers customized portfolios including alternative investments and private placements.

Robert Napolitano is a financial advisor at Napier Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Truro Asset Management and LPL Financial. Napolitano is involved with affiliated entities that manage real estate-related investment funds exempt from registration under the Investment Company Act. Napier Financial serves individuals, foundations, trusts, estates, corporations, and retirement plan sponsors, providing discretionary investment management, financial planning, retirement plan advisory, family office and trustee services, and consulting. The firm employs a macro-economic, top-down asset allocation approach to create customized portfolios that include mutual funds, ETFs, equities, fixed income, structured products, alternative investments, and private placements.