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 to Intentionally Realize Capital Gains

(07-05-2015)

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Careful tax planning can avoid much of the capital gains tax.

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Relevant Article

'Go Fishing' with Hard Asset Stocks

Hard assets have been one of the most significant asset classes over the last decade. From all indications, it will continue to be a critically important investment category to protect your portfolio from the effects of inflation and the continuing devaluation of the U.S. dollar.

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Featured Video

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Video: Managing cash is key to meeting goals

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Upcoming Events

07/15

Check up on your insurance coverage

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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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In the News

Introducing Our Newest Staff Member: David Loughin

(06-21-2015)

We are excited to introduce David Loughin (pronounced "Logan") as the newest member of our team at Marotta Wealth Management!

David officially joined us as a Wealth Manager in March 2015 with a background in economics and a passion for personal finance.

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