Financial, investment, and wealth management advice
I would like to encourage those of you who like participating in this weekend shopping spree to do the small task of paying yourself first.
This is called “regulatory capture” and is quite common in government regulatory agencies such as the SEC.
Any movement out of the stock market can cause you to miss future market appreciation.
This year was a good year for Roth loving folks like us.
We believe that lessons like these are a part of the fiduciary standard.
A little bit of work upfront can save a great deal of nuisance later.
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.
