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

Schwab Intelligent Portfolios: Incomplete Rebalancing Algorithm

(03-29-2015)

SchwabIP2t2

We previously explained how SIPs builds a portfolio based on your risk tolerance, a useless measure. Now we review the two pros and nine cons of how Schwab monitors and rebalances portfolios.

Read More

Relevant Article

Fourteen Tax Management Techniques

No one approaches financial planning with the goal of paying more taxes. Tax management, like all financial planning, is based on the premise that small changes made over time can achieve big goals.

Read More

Featured Video

golden fireworkst2

Video: Financial New Years Resolutions

See the Video

Upcoming Events

04/05

Easter

Learn more

04/15

Deadline for Funding Your IRA Accounts (and filing personal tax returns)

Learn more

04/27

Teach Children To Save Day

Learn more

See All Events

In the News

Radio Interview: Twelve Tax Planning Agenda Items To Do Before April 15

(03-29-2015)

David John Marotta was interviewed on radio 1070 WINA's Schilling Show discussing what should be on your agenda this tax season.

Read More