Financial guidance PERSONALIZED for your unique journey in life

Life reveals itself in an ongoing procession of milestones and events.

SOME, SUCH AS RETIREMENT, ARE HIGHLY ANTICIPATED, WHILE OTHERS CAN BE AS UNPREDICTABLE AS DIVORCE.

They all have financial ramifications that can alter life’s course and require your careful consideration – and ours. At Napper Wealth Planning of Raymond James, we offer insightful guidance you deserve, to keep you on track wherever life’s journey takes you.

PLANNING FOR WHATEVER MAY COME YOUR WAY

We offer comprehensive planning designed to encompass every aspect of your financial landscape – to help you see the big picture and empower us to personalize a plan for addressing every detail of your changing life.

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Retirement Planning

We offer comprehensive planning designed to encompass every aspect of your financial landscape – to help you see the big picture and empower us to personalize a plan for addressing every detail of your changing life.

Employee Benefits Planning

Advising corporate professionals on leveraging and optimizing their employer benefit programs.

Divorce Planning

Guiding individuals and couples through the financial issues of dividing assets and rebuilding their financial future.

Investment Strategies

ALWAYS HERE to guide you and serve you

Jennifer Napper bio headshot
Jennifer I Napper, CFP®, CDFA®
Vice President, Investments
jennifer ha
Jennifer Tuyen Ha, RICP®
Senior Registered Client Service Associate

Retirement Planning

Providing guidance for everything from creating a sustainable income stream to maximizing Social Security.

Employee Benefits Planning

Advising corporate professionals on leveraging and optimizing their employer benefit programs.

Divorce Planning

Guiding individuals and couples through the financial issues of dividing assets and rebuilding their financial future.
“The art of life lies in a constant readjustment to our surroundings.”
– Kakuzo Okakura

Information & insight

Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
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Turning feedback into action will increase loyalty.
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Business Ownership
Technology and trends have made individual investors an important part of the private market.
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The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
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Markets & Investing
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Let’s plan for what comes next

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