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

Marotta’s 2017 Gone-Fishing Portfolios

(02-22-2017)

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A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year. Here are three hand-crafted gone-fishing portfolios for 2017.

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Relevant Article

Regular Adjustments Maximize Retirement Success

Retirement planning consists of a wild scatter plot of potential projections. Navigating successfully through possible outcomes requires regular corrections and adjustments.

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Featured Video

money in moutht

Video: How to get out of debt - Part 1

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Upcoming Events

03/27

Easter

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04/18

Deadline for Funding Your IRA Accounts (and filing personal tax returns)

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04/27

Teach Children To Save Day

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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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