Financial, investment, and wealth management advice
With a thorough understanding of the IRS rules, performing a Roth Conversion even after your so-called Required Beginning Date (RBD) can be both easy and profitable. This 2016 article teaches how.
Everyone needs some fun in their life, and sometimes fun costs a little money. This 2004 article shares six guidelines for dealing with purchases that might be considered frivolous.
“One financial manager recommended that I invest 100% of my assets into stocks while another recommended investing in bonds as well – what do you recommend?”
This post reminds us that there are at least four reasons to rebalance where the benefit can be demonstrated or measured.
“We will have a better society when government becomes the last resort—instead of the first—in solving our problems.”
For most families, the largest purchase they make will be their house. This 2011 post reminds us that the house you and your family live in is not an investment, but real estate can be.
Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. 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 as we strive to provide comprehensive financial planning.
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 Form CRS and ADV Part 2 descriptive brochures for more information about how Marotta Wealth Management works.
