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

Investing In Hong Kong Has Lowered Risk and Boosted Returns

(09-28-2016)

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We allocate a portion of our managed portfolios to foreign stocks, and Hong Kong is the highest ranked country on the latest edition of the Index of Economic Freedom.

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Relevant Article

George Marotta: What Is A Contrarian?

A contrarian is one who takes a side different from the masses. When everyone is going in one direction, a contrarian chooses to go in the other direction. I confess. I am a contrarian. In investment terms, it is difficult to be a contrarian.

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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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