Napoli Wealth management
Napoli Wealth management
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NAPOLI

Wealth Management

We at Napoli Wealth Management elevate all aspects of the financial planning and investment management experience for clients providing them a more personalized concierge level service.

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Financial & Planning Services

Napoli Wealth Management Client Benefits

  • Every client has a financial plan.

    Each client has tailored financial plans to fit their portfolio goals.

  • Every client has a social security benefit estimator.

    Benefit estimators are crucial to reaching your potential goals.

  • Every client has a Riskalyze portfolio analysis.

    Our portfolio analysis will set realistic steps to reach your financial goals.

  • Ongoing client education

    Client education with seminars on different & timely topics.

  • One on One

    Complimentary time with CPA to review tax questions.

  • Complimentary Meeting

    Complimentary meeting with attorney to review trust/estate questions.

Mike Napoli

About Mike Napoli

Education

San Jose State University
BS in Economics
BA in Communications
Alumni 1999

Career History

Napoli Wealth Management – Founder
Wells Fargo Private Bank – Finance Advisor
Smith Barney – Financial Advisor
Merrill Lynch – Intern

Personal & Lifestyle

Father of Three Sons
South Bay Native
Avid Cyclist & Motocross Rider
100 Tree Orchard Farmer

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