Financial Planning
A comprehensive plan that answers the big questions — when can I retire, how much can I spend, and am I on track?
Wealth Management
Building wealth is about more than picking investments — it's about aligning your money with your life. Motta provides comprehensive financial planning that coordinates your taxes, retirement, estate, and investments into one coherent strategy.
Investment Management
Portfolio construction and ongoing management aligned with your goals, risk tolerance, and tax situation.
Retirement Planning
401(k) optimization, Roth conversions, Social Security timing, and the withdrawal strategy that makes your money last.
Estate Planning Coordination
Working with your estate attorney to ensure your wealth transfers efficiently — trusts, gifting strategies, and beneficiary planning.
Tax-smart wealth management
Because we also do your taxes, we see opportunities other advisors miss. Asset location, tax-loss harvesting, and timing decisions are all coordinated with your overall tax picture.
Fee-only, fiduciary
We're legally required to act in your best interest. No commissions, no kickbacks, no conflicts — just advice you can trust.
Ready to talk this through with a CPA?
Tell us a little about your situation and we'll get back to you — usually within one business day.
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