Natasha Petrov
CFP, CFA · Petrov Wealth Management
About Natasha Petrov
Natasha Petrov serves high-net-worth immigrants and first-generation Americans in New York City with sophisticated wealth management that addresses cross-border tax issues, international estate planning, and multi-currency investment strategies. Her multilingual team serves clients from Eastern Europe, Russia, and Central Asia.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $1,000,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Why Choose Natasha?
15+ Years Experience
Proven track record serving clients since 2011
2 Professional Credentials
Holds CFP, CFA designations
43 Client Reviews
4.9/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Natasha has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Natasha is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Natasha for over 5 years and they have consistently delivered excellent advice. Their expertise in Wealth Management has saved us thousands.
Location
New York, New York
Map integration available on request
Request a Consultation
Connect with Natasha to discuss your financial goals. In-person or virtual meetings available.
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