We are a boutique independent wealth management firm providing financial planning and asset management services to individuals, families, and businesses. We collaborate with clients, and their other professionals, to navigate the complexities of finance and help clients get back to focusing on what is most important to them in life. Matt Natoli (CA Insurance Lic# 0H57563) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Natoli Wealth Managment, 2237 Douglas Boulevard Suite 140, Roseville, CA 95661, (916) 603-3527. This communication is strictly intended for individuals residing in the states of CA, FL, ID, IL, IN, KY, MO, NE, NV, NM, OH, OR, PA, TX, WA, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.