Natalia Margolis, ChFC®

Financial Advisor

Testimonials

When my husband and I started working with Natalia, we were a young family with a significant amount of debt. I still remember crying at our first meeting as we discussed our hopes of making financial space in our lives to be able to afford to have a second child. We were frustrated and hopeless! Natalia never once made us feel like working with two teachers was not lucrative or prestigious enough for her; she guided us through the process of monthly budgeting, starting with saving just $80 a month, as we worked on lowering debt. After working together for more than 5 years, we have been able to eliminate our debt and grow our savings dramatically. Natalia has shown us how to make our money work for us and how to balance short-term goals and long-term savings. We are on track to retire in our early 60s and have just recently finished preparing a will/trust for our young children. I leave every meeting with Natalia feeling like we just checked in with a friend. She's become an important part of our family and we value her guidance and support. I know that working with her has changed our financial future dramatically and I give her contact information to anyone that I can.

-Aida Pozo

High School Teacher

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I feel very fortunate to have been referred to Natalia. She is patient, exceptionally knowledgeable, personable, and professional - the perfect package! She has worked with me from life insurance to life planning (like pushing me to get a will/trust) to financial investment goals for short- and long-term plans. I trust her and value her advice and guidance. She truly cares!

-Dr. Allison Ferris

Academic Internist

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Natalia is a fantastic communicator and strives to ensure her clients understand the recommendations she makes. Natalia was so very helpful when I was fresh out of my residency with little experience in the financial world. Natalia also checks in periodically to update things and ensure there are no questions. I recommend her services to all who need advice with finances!

-Dr. Adam Moore

DVM; small animal internist, client

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It has truly been a blessing to have Natalia work with me sorting out my finances. She is resourceful, listens to, and respects my needs and preferences on how to allocate my money. Natalia is informative and goes through everything in detail to help me understand more about investments. She meticulously helped me in figuring out the best way to pay off my student loans right after residency. I am extremely impressed with the dedication and attentiveness she provides her clients.

-TM Nguyen

Internal Medicine Physician


When I met Natalia, I was only a few years out of college with big dreams to make it in my new found healthcare career and a huge fear around finances and planning for the future.  Insurance, stocks, bonds, mutual funds were all terms I knew a little bit about and just enough to totally intimidate me about all that I did not know about planning for my future.

Natalia reassured me and helped me to put multiple options in place – both for my short term goals (which have changed over time) and my long term goals to retire at a “normal” age with sufficient financial stability to enjoy my retirement years.

When I was diagnosed with breast cancer at the age of 35… a mere 10 years or so after meeting Natalia… my brain and my body were overwhelmed.  As I began to organize and prioritize what I needed to do to care of myself mentally and physically during this time, one of my first phone calls was to Natalia.  I called her and asked, “have I done all I should have done to prepare myself for something like this… at least from a financial standpoint?”  Her caring and compassion brought me comfort, but her words of reassurance that I had put financial planning in place to protect myself and my assets from a life event like this brought me mental relief that cannot be measured. 

I never imagined that I would be undergoing treatment for cancer in my mid-30’s, but I am thankful and appreciative that I met Natalia when I did, that we connected, that she helped me to understand financial planning in a way that made sense to me and that I trusted.  Having certain insurance plans and security in place, especially during my cancer treatment, allowed me to better focus on what was important in my life – taking care of my physical, mental, and emotional well-being, to beat cancer, to get back on track in my career and continue to experience life!

Thank you, Natalia, for your support, your compassion, your understanding, and your guidance to help me accomplish my goals and dreams

-Heather Clay

Chief Strategy Officer, NWM Client


Natalia has been more impactful on my life than I ever imagined when I thought I was hiring a financial advisor: She has been so much more than that. My husband and I have very different approaches to finances, and Natalia has helped us to communicate with each other about what is important to us and how to manage our money. Her guidance has allowed us to find a new way to communicate about money, when to spend, when to save, and what we most care about.

-Julie H

 

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

 

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