About NWM

Ethics, Experience, Service

Net Wealth Management is a tax and investment focused wealth management firm providing High Net Worth Individuals, Families, Real Estate Investors and Business Owners with advice specifically tailored to your respective needs. We believe true wealth management is holistic. The Family Office service model—once reserved for the ultra-wealthy—delivers powerful benefits for families of many sizes, not just those with $100 million or more. We serve as your Family CFO, providing personalized financial guidance and structing services and fees to fit your individual financial situation.

Our Story

Friends for over 25 years and 2 decades working in different areas of the financial services industry, we came together around one clear vision — to deliver a financial services experience that is transparent, client focused and tailored to each individual. The perspectives we garnered working across the financial services business, shaped our decision to build Net Wealth Management into the consulting firm we would want as a client - one focused on integrity, alignment and meaningful outcomes. We are committed to doing better for our partner clients by leveraging technological efficiencies, offering more comprehensive services, and tailoring our pricing to align with each client’s unique needs and expectations. We are focused on the end result, your Net Wealth.

Scott Melbrod

Scott brings over 25 years experience across investment management, tax, estate, and financial planning services. Over his career, he has guided high-net-worth families, individuals, business owners, and real estate investors through the multiple aspects of their financial lives. Specializing in structuring solutions for complex tax and financial planning situations, Scott has built long-standing relationships by working closely and personally with clients, ensuring that every aspect of their planning is thoughtfully integrated. His consultative approach reflects not only deep technical expertise but also a commitment to understanding the unique circumstances and goals of each client. In co-founding NWM with Jim, Scott has leaned into his vision for a firm that provides a more tailored, comprehensive, and high-touch service model.

Jim Paulsen, CFP®

Jim has been in the investment management and financial services business for over 25 years. Over the past 2 decades he has worked for some of the largest asset management firms in the industry as a consultant to financial advisors of all kinds—from banks and institutions, to large brokerage houses and independent retail advisors—helping them design and manage tailored investment portfolios. He's specialized in fixed income, equity, private market and insurance strategies. With this experience, he's garnered a unique vantage point on the varied client service models across the industry. He's witnessed firsthand the strengths, challenges, and gaps in how financial services are delivered. This experience laid the foundation for the joint vision with Scott to creat NWM.

Jim is a CERTIFIED FINANCIAL PLANNER, CFP®