Motta Wealth Management LLC

The firm provides advisory services to individuals (including high-net-worth individuals), pension and profit‑sharing plans, charitable organizations, and business clients, offering ongoing portfolio management and standalone financial planning. It prepares an Investment Policy Statement for each client and typically seeks discretionary authority to implement asset allocation, security selection, and regular portfolio monitoring.

Investment decisions are informed by a mix of fundamental and technical analysis and implemented primarily through long‑term trading in mutual funds, equities, fixed income securities, and ETFs. The firm documents client risk tolerance and reviews accounts at least annually, and it requires clients to use a designated custodian for execution and custody of assets.

Noteworthy for an independent, single‑advisor practice, the firm is affiliated with an accounting business and its principals hold accounting credentials, and they may provide tax and accounting services outside the advisory relationship — a potential conflict of interest that the firm discloses. The practice is recently formed and manages a small number of accounts with modest assets under management, does not aggregate trades across clients, and requires a specific custodian, which can affect trading scale and execution compared with larger peers.