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Constantly Evolving

To Meet Our Clients’ Needs

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.

George’s three children -- Anastasia, Scott and Wesley -- lead the firm, serving the children and grandchildren of their father’s early clients. As a true multi-generational family business, Melbrod Wealth Management is proud to provide concierge-level service for individuals seeking to enjoy the best of what their later years have to offer.

New financial questions arise every day in life:

Get the Advice You Deserve