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401k Plan Review

Wealth Management

Utilizing your employer sponsored retirement plan is an easy way to start building a retirement nest egg.  In most cases you have the ability to withhold money from each of your pay checks and have it deposited into your plan account.  Once there, the burden of selecting individual investments is on you.  Napoli Wealth Management can help with the responsibility and build an appropriate portfolio for your goals.  With our software we can analyze each of the predetermined investments within the plan and help you tailor a portfolio that fits your needs while still adhering to the plans individual holdings.
Contact Us Today
Because many 401k plans have a severely limited number of investment choices, reviewing each of them doesn’t take an exorbitant amount of time, therefore we at Napoli Wealth Management do not charge for the 401k review service.  Instead we provide it as an included service to our clients helping put them at ease with their retirement planning while simplifying their lives.
Start Your 401k Plan Review

Napoli Wealth Management

Michael Napoli is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, a registered investment advisor Strategic Wealth Advisors Group and Napoli Wealth Management are separate entities from LPL Financial.

Get in Touch

Michael Napoli – Founder
Financial Planning Specialist
CA Insurance Lic #0C83815

Napoli Wealth Management
2880 Lakeside Dr. Suite 100
Santa Clara, CA 95054
Email Michael
(408) 596-8091 Office

(669) 221-1747 Fax

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