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

U.S. Health Care Costs Versus Health Outcomes

(08-24-2014)

teddy bear hospitalt2

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

Read More

Relevant Article

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.

Read More

Featured Video

marotta youtubet9

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

See the Video

Upcoming Events

09/01

Make sure your family has a budget

Learn more

09/01

Labor Day

Learn more

09/07

Grandparents Day

Learn more

See All Events

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!

Read More