Latest Articles

Q&A: Dividend Payouts and My Monthly Statement
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What’s the difference between Schwab’s “Ending Value” line and their “Ending Value with Accrued Income” line on my monthly statements?

#TBT Fourteen Ways to Avoid Paying Capital Gains
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The capital gains tax is economically senseless. This 2014 post has fourteen of the loopholes the government’s gain tax unintentionally incentivizes.

By Age 35 You Really Should Have Saved Twice Your Salary
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It was our article which first suggested this six year ago.

Marotta’s Tenets of Good Customer Service
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We have four tenets of quality defining our customer service here at Marotta.

Radio: Psychological Manipulation of Helicopter Government
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On June 5, 2018, David John Marotta and Megan Russell appeared on Radio 1070 WINA’s Schilling Show to remember June 5, 2013 and discuss our modern surveillance state.

#TBT How Much Umbrella Insurance Do I Need?
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This 2015 article reminds us of the benefits of umbrella insurance. We recommend $2 to $5 million of umbrella coverage for typical families with assets over $300,000.

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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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