Why I Started Natoli Wealth Management

A focus on relationship-oriented planning

We have access to a wide array of technology and software to help serve our clients while still operating as a boutique business.

Natoli Wealth Management was founded to provide independent, fiduciary asset management and financial planning for individuals and families locally in Sacramento, Roseville, Granite Bay throughout California and across the country. After years working inside a large financial institution, Matt Natoli started Natoli Wealth Management to offer proactive, personalized advice without the conflicts of interests, sales pressure, and red-tape common in most large traditional brokerage firms.

A Client-Centered Approach

Our goal is to serve clients how we would want our family to be served.

Our approach to financial planning is proactive and relationship driven. We work with a limited number of clients so we can provide personal attention, thoughtful planning, and ongoing guidance. Many of our clients are professionals, retirees, and business owners who want a long-term advisor they can rely on for support with complex financial decisions. With the best technology and support, and working with a limited amount of families, we are able to plan deeper with clients. Natoli Wealth Management was founded with the goal of proving a more personal, independent business focused on long-term relationships and objective advice.

Continuous Improvement

We strive to improve our knowledge daily to serve you better

Matt earned a Certificate of Financial Planning from Boston University and went on to complete the Wealth Management Theory and Practice Program through Yale’s School of Management. He is committed to staying on top of the trends, tax law changes, and latest planning techniques available to best serve our clients.

Benefit From Our Values

Our core values are the foundation of everything we do at Natoli Wealth Management. We are rooted in our clients, community, and faith.

Clients

Acting as a financial fiduciary when providing investment advice, we're committed to serving your best interest.

Community

We’re passionate about making our community the best place to work and live for our clients.

Faith

We adhere to the moral and ethical principles of honesty, integrity, and transparency.

Let’s Talk About Your Future

As your financial partner, Matt Natoli is invaluable in determining an effective course of action. Contact us to learn how we can help.

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