Financial Advisor in Charlottesville, VA
Personal Bio
Elizabeth Brew is a financial analyst, specializing in Social Security, safe withdrawal rates, and cash flow analysis; a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs; and a wealth manager to a select number of clients.
Elizabeth graduated from Virginia Tech Summa Cum Laude and holds a B.S. in Business with a concentration in Financial Planning. She also minored in Sociology. During her time at Virginia Tech, Elizabeth was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association. She joined the firm full-time in 2017.
Firm Name
Marotta Wealth Management
Firm Bio
Marotta Wealth Management is an independent, fee-only, comprehensive wealth management firm offering a complete range of investment management and financial planning services. With a reputation for being analytical, we serve clients both locally in the Virginia area as well as across the country. Customer service is a core tenet of our work and our primary goal is to help our clients meet theirs.
As our client, you can expect to be presented with comprehensive financial plans custom-made for your specific situation and goals. We aim to have transparent conversations about possible investment plan designs and implementations, seeking approval before we act. At each step of the way, we ensure proper collaboration.
When we accept a client, we see the relationship as a lifetime partnership and will continue to serve you for as long as we have together.
Advisor Type
RIA - Elizabeth Brew
Firm SEC/CRD #
CRD#: 115645 SEC#:801-62848
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Advisor SEC/CRD #
6820637
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