Natoli Wealth Management | Financial Planning

Your Thinking Partner

Helping you plan all the key areas of your financial life.

When it comes to planning for your future and achieving your goals, you want more than a financial advisor—you need the best thinking partner possible to guide you at every step. At Natoli Wealth Management, you get a collaborative planning partner and strategic thinker with the knowledge, skills, and experience to help you increase happiness and decrease financial stress.

Comprehensive Planning and Problem-Solving

Matt Natoli, CFP®, CPWA®, has in-depth experience in addressing the most complex financial planning issues, and he can explain your best options and strategies in ways that are easy to understand. That way, you can confidently make wise choices together.


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

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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.

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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.

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Keen Insights When You Need It Most

Explore the tips, commentary, and relevant insights we share regularly in our blog that can impact your financial future.

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