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

Appreciating Donor Advised Funds

(09-28-2014)

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There are five ways that both you and the government could make charitable giving more significant.

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Relevant Article

George Marotta: What Is A Contrarian?

A contrarian is one who takes a side different from the masses. When everyone is going in one direction, a contrarian chooses to go in the other direction. I confess. I am a contrarian. In investment terms, it is difficult to be a contrarian.

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Featured Video

Video: Small Business Owners Benefit Most from Tax Planning

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Upcoming Events

10/06

Founders Day

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10/08

5:30 pm

Free NCEF Seminar: Social Security

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10/10

Virginia's Sales Tax Holiday: Energy Star and WaterSense Qualified Products.

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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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