Latest Articles

#TBT A Wealth of Satisfaction
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This 2011 article reminds us that there will never be another you in the history of the universe. Sometimes that is just the reminder we need.

Seven Techniques for Small Business Wealth Management
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Here are seven techniques for small business owners to build real wealth.

Investing Advice from Michael W. Sonnenfeldt for Entrepreneurs
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The same grit that drives entrepreneurs to success can drive their investments to failure.

Radio: Ten Attractive Investment Categories for 2018
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On January 9, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss ten investment categories that look more attractive than the S&P 500 at the start of 2018.

Is a Home Storage Gold IRA Legal?
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My understanding is that being the custodian of your own IRA assets is illegal. Also, we believe that investing your IRA in gold is not a good idea even if you have a third party custodian.

#TBT You’re Fired! Now Get to Work!
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Back in 2004, we watched Donald Trump as a reality TV show star. This throwback article is an inspiring reminder that “You’re fired!” can be an opportunity to work for yourself.

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Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only fiduciary advisors who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service and comprehensive financial advice.

Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.

If you have at least $1.5 million in investable assets and want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.

You can also read our ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.

 

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