Hourly Consultation
Wealth Management
Throughout the years Napoli Wealth Management has helped hundreds of families plan and work towards their goals. In most cases we manage the portfolios and the financial plan in concert providing a one stop shop for clients. In some cases, however, we focus on just the planning. For folks who have an interest in the research and monitoring of investments themselves, we can provide the planning while they run the money. For those who have an abundant amount of time and are becoming students of the capital markets we can provide the planning for them. And for those who have first hand knowledge of investment markets we can provide the planning for them.
By providing an hourly planning rate this permits clients to keep their accounts and investments at their current location e.g. savings accounts at the bank, mutual funds online, and 401k at current/old employer. You can keep your accounts just as they are, invested just as they are but still have a financial plan and framework to ensure your goals will be met and to course correct when needed. We recommend a initial financial plan set-up (3-6 hours) if you don’t currently have a financial plan, and then a revisit update everything 24-36 months assuming no major changes. If you’re a growing family or have kids leaving the nest, or experience a family loss then certainly the plan would need to be revisited sooner. We charge $275 an hour for our planning services.