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

Achieving Family Harmony in Estate Planning Part 1: Leave Your Estate in the Right Hands
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The most important product of estate planning is achieving family harmony. Think carefully when you choose your executor or trustee.

Video: Roth Segregation Part 1: IRA Tax Law
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A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

Roth Segregation Accounts
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A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

Video: Roth Segregations
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A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

Video: Roth Segregation Part 2: Implementation
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A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

Getting Started With Investing
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There isn’t a better time to invest than today. Getting started can be intimidating, but these simple steps will help you through your first few years of investing.

Video: Getting Started with Investing
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There isn’t a better time to invest than today. Getting started can be intimidating, but these simple steps will help you through your first few years of investing.

Radio: Congressional Earmarks
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David Marotta discusses the politics of congressional earmarks.

Social Security 6: The 70-66 Strategy
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Future earnings and the potential for Roth IRA conversions should be part of your plan.

Social Security 5: File and Suspend for Soon-to-Be Widowed Homemakers
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Healthy spouses with little earnings should encourage their partners to delay filing.

Social Security 4: File, Repay and Refile to Get an Interest-Free Loan
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Filing early and then repaying is the least dangerous for those who are single or for a husband and wife whose benefits are roughly equal.

Social Security 3: Delay Filing for Younger Wives and Homemakers
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Dying young never jeopardizes a retirement plan financially.

Social Security 1: Planning Is Crucial
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Your filing option choices may be worth $250,000 of income or more.

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