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 Much Umbrella Insurance Do I Need?

(08-23-2015)

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Umbrella insurance covers you for liability that goes above and beyond your auto and homeowners insurance.

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Relevant Article

50+ Retirement Planning - Part 1

The latest time to plan for retirement is when you are fifty-something. Five years is not enough time to prepare for retirement. Here are the issues you should be worried about when you are within ten to fifteen years of retirement.

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Featured Video

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Video: Timing the Market Isn't All Fun and Games

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Upcoming Events

09/01

Make sure your family has a budget

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09/07

Labor Day

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09/07

Consider a college savings plan

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In the News

How Frequently Do S&P 500 Highs Stick?

(08-24-2015)

Every time the S&P 500 hits new highs everyone wonders if these new highs will stick.

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