M Wealth Management, LLC

Scott Melbrod is a financial advisor with M Wealth Management, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has previously worked at National Planning Corporation and currently manages roles at affiliated advisory and tax-focused firms. M Wealth Management provides discretionary asset management and financial planning to individuals, including high-net-worth clients, and business clients. The firm employs an evidence-based, long-term investment approach emphasizing strategic asset allocation, diversification, tax-aware implementation, and behavioral coaching, with integrated in-house tax planning and preparation services.

Anastasia Melbrod is a CFP® with 19 years of industry experience and has been with M Wealth Management, LLC since 2015. She previously worked at National Planning Corporation and operated Melbrod Financial Services, where she was involved in fixed insurance sales and tax preparation. M Wealth Management provides discretionary asset management and financial planning to individuals and business clients, emphasizing a long-term, evidence-based investment approach with a focus on strategic asset allocation, diversification, tax-aware implementation, and behavioral coaching. The firm integrates in-house tax planning and preparation services alongside its advisory offerings.

Wesley Melbrod is a financial advisor with M Wealth Management, LLC in San Diego, holding a Series 65 designation and 11 years of industry experience. He has been with M Wealth Management since 2015 and previously operated Melbrod Financial Services from 2008 to 2017. In addition to his advisory role, he prepares taxes for existing advisory clients and related parties through Melbrod Financial Services. M Wealth Management provides discretionary asset management and financial planning to individuals, including high-net-worth clients, and business clients. The firm employs an evidence-based, long-term investment approach that emphasizes strategic asset allocation, broad diversification, cost control, tax-aware implementation, and behavioral coaching, with integrated in-house tax planning and preparation services.