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 Much Can I Contribute to My Retirement Accounts?

(08-22-2016)

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With many types of retirement accounts available, it can be difficult to keep track of how much you can put away where, especially if you are eligible to contribute to multiple accounts.

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Relevant Article

Squirrel Away Money While You Can

In 1985, an MIT professor won the Nobel Prize for a simple technique that squirrels have known intuitively from birth -- you have to "squirrel" away some nuts during times of plenty so you can survive during times of scarcity.

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Featured Video

little money treet

Video: How Your Children Can Win the Stock Market Game

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Upcoming Events

09/01

Make sure your family has a budget

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09/05

Labor Day

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09/07

Consider a college savings plan

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In the News

Economic Indicators: Gross Domestic Product (GDP)

(08-22-2016)

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Under one theory, changes in GDP or the rate of GDP growth precede and could cause stock markets to react and move in response. This is usually not the case.

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