Welcome

Marotta Wealth Management, Inc. is an independent, comprehensive wealth management firm offering a complete range of investment management and financial planning services.

These are our top three priorities:

  • To help our clients attain their goals by providing ongoing wealth management.
  • To manage client portfolios based on our analytic approach to asset allocation.   
  • To provide unbiased financial advice and to serve as fiduciaries for our clients.

We look forward to meeting you and discussing your financial needs.  We also offer a free weekly email newsletter with financial advice and information on upcoming financial events. Click here to subscribe.

Marotta periodic table of elements - What can we help you with?

Newest Article

An Asset Allocation For Your Health Savings Account

(06-07-2017)

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You are unlikely to need funds for any long-term care episode until about age 85. Given the long time horizon, we suggest investing your HSA for appreciation.

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Relevant Article

Squirrel Away Money While You Can

In 1985, an MIT professor won the Nobel Prize for a simple technique that squirrels have known intuitively from birth -- you have to "squirrel" away some nuts during times of plenty so you can survive during times of scarcity.

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Featured Video

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Video: How Your Children Can Win the Stock Market Game

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Upcoming Events

09/01

Make sure your family has a budget

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09/05

Labor Day

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09/07

Consider a college savings plan

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In the News

Radio: Why Corporate Tax Rates Should Be Lowered

(12-21-2016)

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David John Marotta was interviewed on radio 1070 WINA's Schilling Show discussing corporate tax rates, and why they should be lowered.

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