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)

debtobligationt2

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

Read More

Relevant Article

Aligning Your Money and Your Values

The old saying is true: Money can't buy happiness. Families earning $25,000 a year overspend trying to keep up with those making $50,000, who in turn attempt to live like those making $100,000. For many families the lure of consumerism wins out over qualities like foresight and patience that saving requires.

Read More

Featured Video

money in moutht

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

See the Video

Upcoming Events

05/30

Memorial Day

Learn more

06/01

June is The Month of Wedding Financial Planning

Learn more

06/01

Consider ordering a free copy of your credit report.

Learn more

See All Events

In the News

Radio: Why Corporate Tax Rates Should Be Lowered

(12-21-2016)

diggert2

David John Marotta was interviewed on radio 1070 WINA's Schilling Show discussing corporate tax rates, and why they should be lowered.

Read More