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.

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Most Recent Articles

Do Tariffs Protect an Infant Industry?

(05/05/2013)

Is There A Moral Case for "Buy American"?

(04/28/2013)

Is a 3 Million Dollar IRA Sufficient for Retirement?

(04/21/2013)

Newest Article

Marketplace Fairness Act Adds Automation to Tax Confusion

(05-12-2013)

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On May 6, 2013, the Senate passed the Marketplace Fairness Act (MFA). If this legislation passes the House, it will require Internet-based businesses to collect state sales tax based on the shipping address for qualifying states. A state can qualify by simplifying its sales tax and providing software to the public to compute the tax.

Investment Strategies Part 4: Don't Rebalance at the Sector Level

Rebalancing between asset classes boosts returns and decreases volatility. But setting your asset classes based on sectors of the economy is not an effective strategy.