We started a Wealth Management firm devoted to the two things that matter most.
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 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 Investor
- 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 closes 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.