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

One Example Of What Is Wrong With Commission Based Investment Advice

(01-02-2017)

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There is a large difference between the motives and incentives of the sales person and those of the service person.

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Relevant Article

Pay Yourself First

The greatest engine to generate real wealth is saving and investing. And the best way to ensure that your default is saving and investing is to automate the process. Pay yourself first, and your savings will grow exponentially.

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Featured Video

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Video: Roth Segregation Part 2: Implementation

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Upcoming Events

01/22

Start collecting W-2 and 1099 tax forms

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02/02

Groundhog Day

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02/10

Ash Wednesday

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In the News

Radio: Why Corporate Tax Rates Should Be Lowered

(12-21-2016)

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David John Marotta was interviewed on radio 1070 WINA's Schilling Show discussing corporate tax rates, and why they should be lowered.

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