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Portfolio Risk Assessment

Wealth Management

Gone are the days of stereotyping investors with subjective semantics based on their age, e.g. “Conservative” or “Aggressive.” Based on our software and research, and our desire to do what’s in the  best interests of investors we are able to give a quantitative answer to your portfolio risk.  In the market place the banks and investment firms are unlikely to show you a quantitative model of your portfolio and articulate the exact downside and upside in the coming 6 months.  When pressed, many representatives will waffle in their language and be vague using terms like “balanced approach” or “middle of the road.”
Contact Us Today
Here at Napoli Wealth Management we will provide you a precise picture of your portfolio’s upside, and more importantly the downside potential. We will assign a risk score to your portfolio between 1 and 100 giving you an accurate expectation. Now you can review your current holdings and know, vis a vis our stress test capability, what your portfolio did in the last market crash AND what would it do today if there was another.  If you’re not comfortable with the performance we’re able to make adjustments now, beforehand instead of waiting till it’s too late like at other banks and investment firms.
Start Your Portfolio Risk Assessment

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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