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

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How Much Should I Have Saved Toward Retirement?

Measuring progress regularly on the path toward retirement is critical. Fall too far behind, and you risk not being able to save enough to catch up. There is no downside to arriving early.

You can use the analogy of the pioneers on the Oregon Trail as a way to think about your retirement planning.

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Featured Video

Video: Year-End Tax Planning Could Significantly Save You Money

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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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