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.

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Newest Article

Marketplace Fairness Act Adds Automation to Tax Confusion

(05-12-2013)

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On May 6, 2013, the Senate passed the Marketplace Fairness Act (MFA). If this legislation passes the House, it will require Internet-based businesses to collect state sales tax based on the shipping address for qualifying states. A state can qualify by simplifying its sales tax and providing software to the public to compute the tax.

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Relevant Article

Investment Strategies Part 4: Don't Rebalance at the Sector Level

Rebalancing between asset classes boosts returns and decreases volatility. But setting your asset classes based on sectors of the economy is not an effective strategy.

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Video: What's more important: Saving for College or Retirement?

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Upcoming Events

05/25

Virginia's Sales Tax Holiday: Hurricane and Emergency Preparedness Equipment.

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05/27

Memorial Day

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06/01

June is The Month of Wedding Financial Planning

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