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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Most Recent Articles

Are We Lab Rats?

(07/13/2014)

Our Government Versus The People

(07/06/2014)

Taxes on Non-Deductible IRA Contributions

(06/29/2014)

Newest Article

The Wealth of Nations is Their Freedom

(07-20-2014)

berry hard workt2

"When institutions protect the liberty of individuals, greater prosperity results for all." - Adam Smith

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Relevant Article

'Gone Fishing' American Style

Creating a gone-fishing portfolio begins with a top-level asset allocation. We use six asset categories. The three for stability are short money (maturing in less than two years), U.S. bonds and foreign bonds. The three asset categories we use for appreciation are U.S. stocks, foreign stocks and hard asset stocks.

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Featured Video

Video: How to Avoid Higher Cost Mutual Funds

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Upcoming Events

07/23

Save and Invest 50% of your new raise

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08/01

Virginia's Sales Tax Holiday: School Supplies and Clothing.

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08/15

Avoid College Credit Card Offers

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In the News

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

(06-10-2014)

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

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