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

Mailbag: Can I Contribute To An IRA The Year I Turn 70 1/2?

(12-04-2016)

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Even though you are required to start taking RMDs you can still take advantage of significant tax planning savings.

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Relevant Article

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Scrooge's Nephew Fred Is a Traveler

Every December I reread "A Christmas Carol" by Charles Dickens. Ebenezer Scrooge's nephew Fred is the character young people most easily relate to. He is young himself, carefree, in love and enjoying life with his friends. He has a "traveler" personality.

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Featured Video

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Video: Retirement Wisdom - Plan Ahead

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Upcoming Events

12/15

Be sure you have taken your Required Minimum Distributions from your IRA accounts

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12/18

Know the reason for the season

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12/21

First day of Winter

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In the News

2017 Estate and Gift Tax Limits

(12-04-2016)

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If you are interested in giving large gifts to family members or friends, it is important to know how much you can give without incurring a tax penalty.

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