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

The Mindset of the Lottery

(10-26-2014)

lotterytickett2

The classic conversational pastime of answering the question, "What would you do if you won the lottery?" could help you or it could hurt.

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Relevant Article

Mindless Spending 2: You'll Get By with a Little Help from Your Friends

Both mindless eating and mindless spending rely on our subconscious need to follow scripts to pace our consumption. Community plays a huge role in regulating our financial destiny--either a path of savings that builds real wealth or a path of spending that leads to impoverishment.

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Featured Video

Video: Health Savings Accounts May Save You Money

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Upcoming Events

10/31

Halloween

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11/02

Plan not to go into debt for Christmas

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11/02

2:00 am

Daylight savings time ends. Set your clock back one hour.

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In the News

Free NCEF Seminar: NAPs: Tax Credits for Giving to Local Charities

(06-10-2014)

Missed the talk? Go to SlideShare and download the slides and narration!

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