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

Why Do Physicians Permit, If Not Encourage, Futile Medical Care?

(09-14-2014)

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We can only afford to allow others the freedom to strive against death when we are not trying collectively to subsidize it.

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Relevant Article

Raising Money Savvy Kids - Teen Budgeting

Many parents are concerned about raising their children to be financially savvy. If you want to raise kids who can create and manage wealth, there are a handful of key life skills every child should practice. Every kid should practice living within a budget before leaving home, not after. One way to provide opportunities for real world lessons at home is to give your children some oversight of the family budget.

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Featured Video

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Video: College Planning

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Upcoming Events

09/23

First Day of Autumn

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10/06

Founders Day

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10/08

5:30 pm

Free NCEF Seminar: Social Security

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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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