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

Why Are Insurance Companies Reluctant to Cover Preventative Care?

(08-17-2014)

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Now there is absolutely no charge for a costly set of test and procedures on the all-you-can-spend preventive care buffet.

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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

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Video: The Five Most Important Documents to Have

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Upcoming Events

09/01

Make sure your family has a budget

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09/01

Labor Day

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09/07

Grandparents Day

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In the News

Free NCEF Seminar: NAPs: Tax Credits for Giving to Local Charities

(06-10-2014)

Missed the talk? Go to SlideShare and download the slides and narration!

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