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

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

(04-02-2017)

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

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Relevant Article

Investment Strategies Part 5: In Defense of Diversification

Diversifying your asset allocation among investments with a low correlation can and should reduce your portfolio's volatility and boost your returns. But critics are claiming this strategy is no longer valid. That's because they don't understand the nature of what happened in 2008.

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Featured Video

money in moutht

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

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Upcoming Events

05/24

Virginia's Sales Tax Holiday: Hurricane and Emergency Preparedness Equipment.

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05/30

Memorial Day

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06/01

June is The Month of Wedding Financial Planning

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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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