The decumulation and retirement phase of an individual's life presents many new and difficult challenges. Through holistic financial planning that integrates taxes and investments, we help our clients in San Diego, California and across the United States navigate this complex time period and achieve their goals. We are committed to giving our clients the real answers to their questions and concerns in an open, honest environment. Whenever advice is needed, our clients know that we are only one phone call away.
Services
More than 30 years ago, George Melbrod founded his business to provide simple tax preparation for his fellow teachers in San Diego. Mainly through word-of-mouth referrals over the years, the now full-service firm has evolved to primarily focus on helping households plan for and make the most out of retirement.
At Melbrod Wealth Management, we provide ongoing advisory services for all the financial issues that come up in life. The primary goal of our approach is to integrate taxes and investments into one cohesive, long-term financial plan.
By creating and implementing evidence-based, tax-efficient investment management strategies, we are able to help our clients increase their after-tax returns, make informed decisions about their financial futures, and provide for their families for many years to come.There is no limit on the amount of communication our clients may have with us.
By creating and implementing evidence-based, tax-efficient investment management strategies, we are able to help our clients increase their after-tax returns, make informed decisions about their financial futures, and provide for their families for many years to come.There is no limit on the amount of communication our clients may have with us.
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Stacey Campo
Nov 14, 2020
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