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Scott Melbrod

Tailored Financial Advice for Real Estate Investors and Business Owners

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Taxable Wealth Scott Melbrod
San Diego, California

Serving Clients Nationwide

Tailored Financial Advice for Real Estate Investors and Business Owners

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Real Estate Investing
  • Taxes

About Me

Scott H. Melbrod is the founder and CEO of Taxable Wealth, a tax and fee-focused wealth management firm based in San Diego, California. Taxable Wealth provides real estate investors and business owners financial advice specifically tailored to their respective needs—all for a flat, transparent fee.

Founded in 2019 and spun out of his family’s wealth management firm (Melbrod Wealth Management), Scott realized that most of the advice he was providing to his high-net-worth clients focused around lowering both their taxes and their fees. He traced the root cause of this to clients often coming to him after they had been sold unnecessary, high-cost products from traditional financial advisory firms. These firms couldn’t care less about taxes (sometimes they are restricted from talking about taxes) and are profitably oblivious when it comes to the fees because they are the recipients.

Often these clients were either real estate investors or owners of a small to mid-sized business, typically with a large percentage of their net worth tied up in their business or in real estate. Finding their next real estate deal or running the day-to-day operations of their business took up most of their attention, and they didn’t want to deal with any outside financial matters themselves. The easy thing was to outsource all of this to a friend or a local financial advisor without any vetting process with regards to whether that “advisor” was suited to handle their unique and complex needs. In fact, they needed more than the usual investment-focused services most firms offered. Having added value for more than a few of these clients with similar service needs, Scott saw this as an opportunity to build a service specifically for both real estate investors and business owners; and thus, Taxable Wealth was born.

Affiliations

  • National Association of Personal Financial Advisors

Primary Location

13520, Evening Creek Drive North, San Diego, California, 92128

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

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Offers Investment Management

Yes

About our Firm

This country was literally built on a revolution over “Taxes” in addition to the fact that the experience of getting one’s taxes prepared ranks lower in people's minds than going to the dentist. Yet today we find so many people avoid doing any tax planning or strategizing around how to lower/limit the total taxes one pays.

We don’t blame you, I really blame the financial services industry as a whole. I mean when was the last time your “Financial Advisor” asked to see your tax return so he could optimize his investment strategy around it? From my internal polling of new clients, it rarely if ever happens, and when taxes could eat up as much as half of your investment returns, we find that sad and frankly wrong. We’ve been focused on the tax side first with most clients for years, but still I felt that more needed to be done.

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. 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 Investors

✅ 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 closest 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.

Education

Loyola Marymount University, Bachelor's Degree, Finance, General

Badges

Who We Serve

  • Business Owners
  • Real Estate Investors

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