Taxable Wealth is a tax focused holistic wealth management firm providing Real Estate investors and Business Owner clients with Fee-Only Financial Advice specifically tailored to their respective needs. - Scott Melbrod
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Scott Melbrod is a San Diego, CA fee-only financial planner. Taxable Wealth is a tax and fee focused holistic wealth management firm providing Real Estate investors and Business Owner clients with Financial Advice specifically tailored to their respective needs. As a fee-only, fiduciary, and independent financial advisor, Scott Melbrod is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Founded in 2019 by Scott H. Melbrod and spun out of his families legacy wealth management firm (Melbrod Wealth Management), Scott saw more and more clients with similar needs and specially built a service offering tailored to each of these specialties:
- Real Estate Investor
- Business Owner Clients
Each needed more than the usual investment focused service offering most firms offer. The common advice and services he felt he most often gave to his largest and closes clients all revolved around tax and lowering cost. He now had a firm that could highlight this from the beginning of the engagement. This helps not only get down to the real financial matters and questions the clients have right away but also helps clients of Taxable Wealth see the value add they are provided in a much clearer fashion.
Read the full biography for Scott Melbrod
Scott Melbrod is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Who We Are:
Organizing and optimizing your wealth
Accumulation Wealth Partners is an independent Registered Investment Advisor based in San Diego, California that provide impactful and targeted financial advice to people who are in the growth/accumulation phase of their financial life. We believe that making informed investment and planning decisions now compound into financially attainable dreams later.
How We Can Help:
Structured wealth management at a transparent price
We take pride in becoming your thinking partner when it comes to your finances. Financial freedom is an attainable goal and is uniquely customizable between individuals, just like the plans and strategies we develop.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Planning
- Real Estate Investor Services
- Business Owner Services
- Tax Planning
- Real Estate Investors
- Real Estate Developers
- Business Owners and Executives
- Sudden Money Situations
- Start Up Business Owners
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Scott Melbrod is a NAPFA Associate Member
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Scott Melbrod
13520 Evening Creek Dr N
San Diego, CA 92128