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Tariffs Add Another Challenge for Investors to Consider
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Natalia Margolis
Wealth Management Advisor|ChFC®, RICP®
Natalia is award-winning!
Forbes has recognized Natalia Margolis as one of the Best-in-State Top Financial Security Professionals. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
| Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success. |
Client Testimonial
Natalia truly makes understanding and learning about finances simple and is able to guide anyone financially whether it is a beginner like myself, or her high-profile clients. She treats all her clients with the utmost respect, kindness, and provides a great amount of time to them. She has expanded my knowledge exponentially in terms of investing and financial planning. I am grateful to have her as my financial advisor and would highly recommend her services.
Client Testimonial
Working with Natalia was a fortunate occurrence that came about through a family member's recommendation. We feel heard as she considers our overall needs and answers questions we wouldn't have even thought to ask. Financial, emotional, and mental health are interconnected, and Natalia and her team provide us with priceless peace of mind. We rely on her expertise and appreciate the various options she presents based on our goals. Natalia patiently listens before offering her guidance and feedback. We trust her to help us make informed financial decisions as we plan for retirement.
Client Testimonial
Natalia and her team have been an absolute pleasure to work with. She has helped my wife and I tremendously in the financial planning for our future, and demonstrated she genuinely cares by reaching out consistently throughout the year to check in on our family. Natalia is an expert in her trade and extremely patient, both traits showcased during any of our meeting to review our portfolio. I trust her implicitly and am quick to refer her services to everyone in my personal and professional network.
Client Testimonial
When I met Natalia, I was only a few years out of college with big dreams to make it in my newfound 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!
Client Testimonial
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!
Client Testimonial
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.
Client Testimonial
Natalia is a fantastic communicator and strives to ensure her clients understand the recommendations she makes. Natalia gives financial advice and recommendations based on your family structure and goals. She also checks in periodically to update your budget and ensure there are no questions. I recommend her services to all who need advice with finances!
Client Testimonial
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.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
My Mission
As a Northwestern Mutual Wealth Management Advisor, I look first to understand your vision for the future. It says a lot about you. Like you, your vision is unique and so is my approach to helping you shape it and attain it.
Simply put, my mission is to help you secure your family's or business's future and protect what's important to you
The Road to Financial Security
Natalia Margolis realizes there is no single road to financial security. Indeed, the idea of financial security means something different to every person or organization, and rightfully so: all have different resources, needs and expectations.
Natalia Margolis acknowledges and appreciates that no two clients are alike, so her first priority always is a conversation. Natalia's goal is to understand your current situation, as well as future wants and needs, before providing any recommendations. And as time goes by, she continues the conversation, because ideas that may have been appropriate before often need adjustment to accommodate evolving factors. Ensuring future financial security is an ongoing process, not a single event.
Learn more about Natalia Margolis and her team and how they can serve you.
Natalia Margolis Qualified for MDRT 2014-2020
Natalia Margolis has qualified for Million Dollar Round Table since 2014. MDRT is the premier association of Financial Professionals.
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How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
