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.

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Newest Article

Marotta’s 2017 Gone-Fishing Portfolios

(02-22-2017)

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A gone fishing portfolio is a portfolio of just a few stocks which should weather the ups and downs of the market fairly well while only rebalancing twice a year. Here are three hand-crafted gone-fishing portfolios for 2017.

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Relevant Article

Multiple Accounts: An Essential Management Tool

To build real wealth, you need specific wealth management tools. One of these is opening the right accounts and using them correctly. Most families have less than half of the accounts they really need, and young newlyweds often only have a checking account.

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Featured Video

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Video: The Dangers of Immediate Fixed Annuities

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Upcoming Events

03/15

Corporate Tax Returns Are Due

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03/17

Saint Patrick's Day

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03/20

First Day of Spring

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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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