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Retirement Planning & Review

Wealth Management

“Do I have enough to retire?” “How much is enough?” “How old will I be when I run out of money?”  “How much can I take out each month during retirement?” These questions keeps many people up at night, and unfortunately these sleepless souls have nowhere or no one to turn to for advice and counsel.  The good news is these questions, and many more will be answered when you work with Napoli Wealth Management.
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Through our in-depth planning process you will complete a risk assessment questionnaires, family budget sheets, and help complete financial planning software.  When all pieced together you will be able to answer these questions.  Instead of a knot in your stomach you will have clarity and peace of mind when thinking about your retirement.  Based on your input and requirements, we will lead you to a successful retirement and provide realistic expectations during your journey.
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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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