What To Expect After Dow 28,000
on November 19, 2019
with No Comments
On Friday, November 16, 2019, the Dow closed above 28,000 for the first time in history. What should we expect going forward?
Latest Articles
2020 Tax Facts
on November 18, 2019
with No Comments
As 2019 draws to a close, it’s time to start looking ahead to 2020 tax planning.
2020 Contribution Limits
on November 15, 2019
with No Comments
This year was a good year for Roth loving folks like us.
How To Spend: Use Only Just Enough
on November 12, 2019
with No Comments
Most of our regular use of items is habitual. Developing a mindset that uses less requires changing our habits.
Gift Ideas for Your Grandchildren: 2-Year-Olds
on November 11, 2019
with No Comments
As the proud mother of a now three-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.
Looking Backward On Socialism: No Such Thing As Self-Sufficiency
on November 8, 2019
with No Comments
One common socialist assumption is that government collectivism is so essential for success that there is no such thing as self-sufficiency.
Our goal is to help our clients meet theirs.
Marotta Wealth Management is a team of fee-only financial advisors. We are fiduciaries 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 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.
