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

One Hidden Way the IRS Hurts the Bereaved

(01-25-2015)

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It is often said that the only two certainties in life are death and taxes. The IRS takes that truism to heart.

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Relevant Article

Retirement Wisdom Part 1 - Plan Ahead

Most families have not planned for their retirement. They may save toward their retirement, but without a plan their saving is random and haphazard. Retirement decisions today can only be made in the context of accurate math projections that span decades. Saving what you can and hoping for the best is an expensive and dangerous approach.

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Featured Video

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Video: Financial New Years Resolutions

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Upcoming Events

02/02

Groundhog Day

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02/14

Valentine's Day

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02/16

President's Day

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