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    575 Market Street Suite 3900 San Francisco, CA 94105 T: 415.538.5700
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    4000 Civic Center Dr. Suite 500 San Rafael, CA 94903 T: 415.870.2470
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    3558 Round Barn Blvd. Suite 200 Santa Rosa, CA 95403 T: 707.757.2150
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Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Direct indexing: An innovative and customizable capital markets strategy
This personalized approach offers increased flexibility for sophisticated investors.
Markets & Investing
Read
Watch Webinar
Webinar replay: Quarterly Coordinates: Back to the Future: Lessons from the Past, Strategies for the Future
7/15/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Callable bond considerations
7/14/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Where are the economy and equity market heading next?
7/11/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Where are the economy and equity market heading next?
7/11/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Fixed Income In Focus: 2025 Mid-Year Recap
7/7/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Lessons from the past, strategies for the future
7/2/2025
Time in the market is far more powerful than trying to time it.
Markets & Investing
envelope

Let’s plan for what comes next

Connect with us
Napper Wealth Planning logoNapper Wealth Planning logo
  • Napper Wealth Planning of Raymond James
  • WALNUT CREEK: 2999 Oak Rd Ste 1030 Walnut Creek, CA 94597-1996
  • T: 925.952.5262
  • F: 866.467.4284
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN JOSE: 333 W San Carlos St Suite 1650 San Jose, CA 95110-2740
  • T: 408.279.1724
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN FRANCISCO: 575 Market Street Suite 3900 San Francisco, CA 94105
  • T: 415.538.5700
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN RAFAEL: 4000 Civic Center Dr. Suite 500 San Rafael, CA 94903
  • T: 415.870.2470
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SANTA ROSA: 3558 Round Barn Blvd. Suite 200 Santa Rosa, CA 95403
  • T: 707.757.2150
  • Map & Directions
  • Map & Directions

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