Scott Melbrod is a financial advisor at M Wealth Management, LLC in San Diego, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NATIONAL PLANNING CORPORATION. Melbrod is also involved as a managing partner in Accumulation Wealth Partners and Taxable Wealth, both financial planning and tax-focused firms. M Wealth Management provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, as well as businesses. The firm employs an evidence-based, long-term investment strategy emphasizing diversification across asset classes and return streams, tax-aware implementation, and integration of human capital analysis into comprehensive wealth planning.

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 at M Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at M Wealth Management since 2015, following earlier experience at Melbrod Financial Services. He also provides tax preparation services for existing advisory clients through Melbrod Financial Services. M Wealth Management offers discretionary asset management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs an evidence-based, long-term investment approach that emphasizes diversification across asset classes and return streams, tax-aware implementation, and behavioral coaching, supported by its affiliation with an accounting and tax preparation practice.