Bring Our Strategic Thinking to Your Financial Goals
Financial Guidance & Planning
Guidance and insight tailored to your situation
Investment Management
Strategic management of your portfolio
Charitable Planning
Make more of a difference for the causes you care about
Estate & Income Strategies
Create a lasting legacy for your heirs
Insurance Planning
Protect what you’ve built for those depending on you
Client Testimonials
Matt is incredibly responsive and proactive. He’s always researching, thinking ahead and looking for ways to make sure we’re making the best decisions for our family. What really sets him apart, though, is his ability to meet people where they are. He can collaborate just as comfortably with someone intimidated by finances as he can with someone who checks the markets every day.
I highly recommend Natoli Wealth Management! Matt and Ashley are always prompt, professional, and responsive whenever I have questions. His knowledge of the market and thoughtful approach give me tremendous peace of mind, and it has been wonderful to see my portfolio grow under his guidance.
I also really appreciate the financial planning software Matt uses. It provides clear, easy-to-understand projections that help me better understand where I am today and what my financial future may look like. I feel confident knowing my finances are in capable hands and would highly recommend Matt, Ashley, and Natoli Wealth Management to anyone looking for knowledgeable, attentive, and trustworthy financial guidance.
Matt has been our financial advisor for the last couple of years, and he’s made a significant impact on how we manage our assets and prepare for our future. What we value most is how easy he is to talk to — he’s incredibly knowledgeable, but he also makes you feel like part of his family, not just another client.
He’s helped us prepare for our kids’ college education, plan for retirement, and structure investment opportunities in ways that genuinely make sense for us. We feel so much more confident about the future because of the work we’ve done together.
If you’re considering working with Matt, take the leap, make the move. He’s absolutely wonderful, knows exactly what he’s doing, and we couldn’t recommend him more.
Matt Natoli is the finest wealth management advisor in Northern California - his investment strategy is phenomenal, his professionalism and attention to detail is exceptional and his personal approach to communication makes you feel like you’re his only client. Matt is young, ambitious, methodical and thorough in every aspect of his investing approach - he builds trust and confidence through hard work. Thank you Matt and Ashley!
We feel like Matt is family, not just an advisor. We have watched his family grow over the years and he has done the same with ours. We have been clients of Matt for at least ten years and we plan on working together for a long time to come. Matt was wonderful in handling my mother’s estate. Business with compassion. We fully trust Matt, literally, with our family’s future.
My sister and I found Matt to be extremely helpful in handling the settlement of our late parent's estate. Since then, I have come to greatly value his advice in preparing for a future retirement in which our portfolio meets our family's immediate financial needs while also contributing to those charities we have come to value.
I’ve been working with Matt for about eight years now. What I value most is that he takes the time to understand not just my finances, but my goals, priorities, and how I ultimately want my money to work for me. His advice is always thoughtful and tailored to my life. He is knowledgeable, responsive, patient, and incredibly easy to talk to.
Matt has given me tremendous confidence in my financial future, which has also allowed me to feel comfortable enjoying what I’ve worked hard to build along the way. I would recommend him without hesitation to anyone looking for an advisor who combines financial expertise with a genuinely personal approach. He feels much more like a trusted partner in my financial life than simply an advisor.
We met Matt about six years ago when he was still working for JP Morgan Chase in California. When he decided to strike out on his own to start Natoli Wealth, we weren't at all surprised. And we were happy to follow him. Matt carefully listens to what you as an investor are seeking. He researches options with vigor and provides ideas that have helped us weather the ups and downs of the pandemic, and other economic crises. I have referred him to our children for management of their financial futures as well, and I've heard nothing but great things about him. He is a genuine and kind person. I can't believe how lucky we were to find him.
Matthew is, without a doubt, the best financial advisor we have ever had and we couldn’t be more pleased with the relationship we have with him. His knowledge of the markets is extraordinary. Matthew is a good man and can be trusted to keep his client’s interest at the forefront of his efforts. We are thankful for for having Matthew in our lives.
My family has been working with Natoli Wealth Management for sometime now after moving from a large firm. Matt and his teams personnel attention and approach to our families specific needs for retirement, kids college, and life insurance makes for not only a convenient one stop shop but a very personal relationship that we were not finding at the larger firms. We can not recommend Matt and his team enough.
These statements were provided by clients. They may not be representative of the experience of others and are not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
The Guidance You Deserve
Next-level strategic thinking that goes beyond money management
Matt is rooted in his clients, community, and his belief that he should serve as a faithful steward of your wealth. An independent advisor and financial fiduciary when providing investment advice, Matt views his clients like family and his job as a vocation. He is extremely motivated to see you prosper and succeed.
Who We Help
Serving clients like you for years.
We work with thoughtful people who are serious about their wealth goals and prioritizing the things that matter most. We guide Wealth Builders who are more than 10 years away from retirement, and Retirees who are less than 10 years from their desired retirement date.