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

Oil Price Predictions Are Essentially Meaningless

(03-01-2015)

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The most important thing I learned from my research was never to attempt to forecast the price of oil.

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Relevant Article

Don't Retire: Keep Significant Goals

Most Americans fail to plan adequately for retirement and consequently miss out on opportunities to enjoy the last third of life. The best and most rewarding financial planning is not just about the numbers but rather takes place in the context of personal goals.

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Featured Video

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Video: Financial New Years Resolutions

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Upcoming Events

03/16

Corporate Tax Returns Are Due

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03/17

Saint Patrick's Day

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03/18

5:30 pm

NCEF: DIY Investing for 2015

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In the News

Tax Tables

(02-13-2015)

Tax Season is upon us, and we've created a handy reference with tax information for 2014 (the taxes you're preparing now) and 2015 (to help you plan for this year). See the tax tables here.

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