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We are Silicon Valley’s holistic wealth management provider discussing assets and liabilities.

CLICK HERE to access your LPL Account.

CLICK HERE to for BrokerCheck verification.

CLICK HERE to see our Community Outreach.

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Next Event: TBD

Date: Coming Soon

Time: Coming Soon

Where: Coming Soon

Address: Coming Soon

What: Coming Soon

Call Tasha to get on the invite list for our next event:

408-373-3437 or tasha.henry@lpl.com

Past Event Recaps:

July 10, 2018
Whats up on Capitol Hill at Boulder Ridge
Featuring Thomas Rowley, Director of Retirement and Education Strategies; Invesco

October 26, 2017
Identity Theft Seminar
Featuring guest speaker Todd Barney, VP at Oppenheimer Funds.

April 26, 2017
Estate Planning Strategies
Featuring guest speaker Patrick R. Bartelmie an Attorney at Law.

December 6, 2016
2016 Recap & Planning Guide to Retirement
Featuring guest speaker: Jack Roddy ~ Executive Director, J.P. Morgan Asset Management

September 7, 2016
Planning for Health Care in Retirement Seminar
Featuring guest speaker: David Costa ~ Regional Vice President, Fidelity Asset Management

June 9, 2016
Social Security Seminar
Featuring guest speaker: Mike Wade, Investment Management Consultant Blackrock Investments

March 29, 2016
2016 Market Outlook & Open House
Featuring guest speaker Robert Johanson: Director Senior Portfolio Specialist of Clear Bridge Investments

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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