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

What Happened to the Gold Standard?

(04-20-2014)

biting moneyt2

The creation of the Federal Reserve in 1913 marked the beginning of the end of the gold standard.

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Relevant Article

Dorothy in Taxland: Overview

A professional tax expert can help you get the correct deductions. But he or she likely won't motivate you to keep the right records unless you understand the benefits for yourself.

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Featured Video

Video: Financial New Years Resolutions

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Upcoming Events

04/24

5.30pm

Free NCEF Seminar: KIVA - Micro-loans that change lives

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04/27

Teach Children To Save Day

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05/01

Look Over Your Tax Return

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In the News

Free NCEF Seminar: KIVA - Micro-Loans That Change Lives

(04-12-2014)

On April 24, 2014 at 5.30pm, David John Marotta will be speaking at the Charlottesville Senior Center on philanthropy, specifically about KIVA.

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