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

2016 In Review

(01-30-2017)

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2016 was a good year for stocks in general with a number of noteworthy details. Resource stocks performed the best despite being the worst-performing asset class in 2015.

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Relevant Article

Getting Started With Investing

There isn't a better time to invest than today. Getting started can be intimidating, but these simple steps will help you through your first few years of investing.

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Featured Video

retirement money jart

Video: The Dangers of Immediate Fixed Annuities

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Upcoming Events

02/19

America Saves Week

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03/15

Corporate Tax Returns Are Due

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03/17

Saint Patrick's 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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