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

How Does Compliance Differ Between Smaller Firms and Large Brokers?

(09-19-2016)

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It is relatively easy for an adviser who has a 400 lawyer compliance department to sit through some compliance continuing education and yet never understand what attitudes and behaviors need to be changed.

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Relevant Article

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How Much Should I Save for Retirement?

I'm often asked, "How much should I save for retirement?" My standard answer, based on certain assumptions, is that you should save 15% of your take-home pay for retirement over your working career. As your situation varies, you must adjust your safe savings rate.

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Featured Video

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Video: Year-End Tax Planning Could Significantly Save You Money

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Upcoming Events

10/06

Founders Day

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10/09

Virginia's Sales Tax Holiday: Energy Star and WaterSense Qualified Products.

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10/12

Columbus Day

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In the News

What is Private Mortgage Insurance?

(09-05-2016)

PMI does not provide you, the borrower, any protection.

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