About Us

Investment Management / Wealth Advisory
Napatree Capital – an independently managed and owned wealth advisory firm located in Providence, RI in the historic Foundry campus. Our team of wealth professionals work to the highest fiduciary standard to meet and exceed individual wealth needs. Napatree Capital provides comprehensive integration of investment recommendations to complement a personalized wealth planning strategy, including:

- Matching asset allocation to investment objectives, risk tolerance, time horizon, and cash needs, and mitigating risk through diversification

- Tax implications of alternate strategies, with client’s tax professionals

- Trust and estate planning based on family, legacy, and estate and income tax goals with client’s trusted advisors

- Retirement planning, 401(k) advisory