We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website. We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives.

We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management.

For people who don’t want to do it alone, we encourage you to read our articles to get a fuller understanding of how our services work to see if we are a good fit for you. If you are interested, we would be happy to help you get started as a client!


Our Articles

Video: Comprehensive Wealth Management: Life Planning, Part 3
with No Comments

Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 9
with No Comments

Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 4
with No Comments

Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 6
with No Comments

Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 2
with No Comments

Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 5
with No Comments

Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 10
with No Comments

Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Video: Comprehensive Wealth Management: Life Planning, Part 7
with No Comments

Life Planning is an important part of the wealth management process. It’s not enough to have money; you need to know what the money is for.

Radio: 2010 Investment Review
with No Comments

David Marotta discusses 2010 in review and the outlook for 2011.

Last Chance for a Segregated Roth Conversion
with No Comments

You are a good candidate for a Roth conversion in 2010 if you expect your tax bill to be higher in the future.

Video: Financial New Years Resolutions
with No Comments

Few of us are disciplined enough to accomplish all our resolutions without help.

Going John Galt
with No Comments

If you’re not an economist, you may vastly underestimate the negative impact of taxes on the U.S. economy.

Video: Health Savings Accounts
with No Comments

Employers and employees alike are feeling the squeeze of swelling health care costs. According to the Kaiser Family Foundation, health insurance premiums have risen at an average rate of 12 percent per year since 2000. Unable to keep up with rising premiums, employers are forced to pass on costs to employees, to trim benefits, or worse yet, to dump the coverage all together.

Video: Roth IRAs Make Great Estate Planning Tools
with No Comments

Bequeathing a Roth is much the same as setting up a lifetime tax-free stream of income for your heirs.

Video: A Roth Conversion Makes Cents
with No Comments

There are years and situations when a Roth conversion is not appropriate, but they are often surrounded by years when it should be considered.

1 135 136 137 138 139 140 141 162

Subscribe to our newsletter!