Marotta Wealth Management is an independent, comprehensive wealth management firm.
Here are our answers and comments to the SEC’s eight suggested questions.
Happy Holidays from the team at Marotta Wealth Management, Inc.
AIF® and AIFA® designees share their knowledge and experiences in a way that helps fiduciaries better understand and perform their role.
I’d like to invite any of our subscribers in The Sunshine State to attend one of the following events as our guest.
Merry Christmas from the team at Marotta Wealth Management, Inc.
David John Marotta’s article “Ten Questions to Ask a Financial Advisor” was a finalist in the fi360 2012 Article Competition.
An article by David John Marotta on how to glean information from your IRS 1040 tax return was featured in the latest Nov/Dec 2011 issue of NAPFA Planning Perspectives.
I was flattered to learn that I received several write in votes from among those dissatisfied with the choices presented on the ballot.
Father George Marotta and son David John Marotta were featured in an article in Financial Planning magazine.