Natalia Margolis

Financial Advisor


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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