Latest Articles

Estate Settlement: Satisfying the Year of Death RMD
with No Comments

The required IRA distribution in the year the account owner dies is called a Year of Death RMD.

#TBT Business Planning Must Balance Dreams With Reality
with No Comments

This 2004 article contains the five steps you should take to navigate how to make your business venture more than just a dream.

The Complete Guide to Planned and Charitable Giving
with No Comments

Taking these few extra steps can maximize your gift’s benefit to both you and the recipient.

Is ‘Buy On The Dips’ A Good Investing Strategy?
with No Comments

“Buy on the dips” is a good strategy only because of the first word.

Roth Conversions and the Virginia Age Deduction Phase-Out
with No Comments

Federal AGIs between $75,000 and $99,000 of couples over age 65 begin to lose this age-based special treatment and lose the tax savings they had at lower income levels.

#TBT High Prices For Energy Are Good!
with No Comments

This 2001 post from George Marotta reminds us that “If prices are determined by the market place, there is never a ‘shortage’ of anything. There is an excess of demand because energy prices are too low.”

Read More Articles

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.


Get Started as a Client See Our Whole Team


Interested in our services? Contact Us!

Subscribe to our newsletter!