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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U.S. Health Care Costs Versus Health Outcomes


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Asians in New Jersey have the best life expectancy of any racial or ethnic group.

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

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Free NCEF Seminar: NAPs: Tax Credits for Giving to Local Charities


Missed the talk? Go to SlideShare and download the slides and narration!

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