John Napolitano

Founder & CEO

Braintree, Massachusetts

Professional Profile

Call Me When

Call Me When... You want a complete financial plan encompassing all of the moving parts (estate, investments, taxes, insurance, family legacy planning, business planning).

Contact Method

Profession

  • Wealth Planner
  • Professional Certifications

    CFPu00ae, CPA, PFS, MST

    Functional Expertise

  • Buy side/Acquisitions
  • Cash flow enhancements
  • Cash management
  • Entrepreneurship
  • Equity
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Management succession
  • Private equity
  • Real estate
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Client Results

    Membership

    Greater Boston Corporate

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Menu