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.

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Newest Article

How to Deduct U.S. Debt Obligations on State Tax Returns



Dividends and interest received from U.S debt obligations can be deducted on many state tax returns.

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Relevant Article

Aligning Your Money and Your Values

The old saying is true: Money can't buy happiness. Families earning $25,000 a year overspend trying to keep up with those making $50,000, who in turn attempt to live like those making $100,000. For many families the lure of consumerism wins out over qualities like foresight and patience that saving requires.

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money in moutht

Video: Personal Debt - The Borrower Becomes The Lender's Slave

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June is The Month of Wedding Financial Planning

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In the News

Radio: Why Corporate Tax Rates Should Be Lowered



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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