THE MACBETH GROUP

Global Wealth Management

BREA PLACE
145 SOUTH STATE COLLEGE BLVD
Suite 300/350
BREA, CA 92821

Phone: (714) 257-4428
Email:

PROFESSIONAL STAFF

	(800) 201-7297	First Vice President-Investments
	(714) 257-4428	Senior Financial Advisor
	(714) 257-4427	Client Associate

PROFESSIONAL PROFILE

It is our goal to add value through a strong client-advisor relationship and by providing each client with access to the best financial resources available in the marketplace. Our team focuses on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives. From implementing tax-efficient strategies for concentrated stock positions to retirement and educational planning, we work with our clients to develop a plan to grow and preserve their wealth. We initiate our planning-based discussion around your financial needs, your short and long-term objectives, your time horizons and your risk tolerance. By customizing a wealth management plan for you, we are looking to maximize your potential for achieving your financial goals. We often partner with your tax and legal advisors to develop tax-efficient strategies that will optimize your comprehensive financial situation.

Nannette Macbeth, CFM, First Vice President, has over 34 years of experience in the securities business. A Regent Scholar Graduate of Cornell University she appeared on Television and Radio and is a frequent, investment topic speaker for business groups and corporations. Nannette is a member of the Merrill Lynch Circle of Excellence is on the board of Cal State Fullerton Business School and a Front and Center Blue Ribbon Committee. She also works with the Women in Philanthropy at CSUF and United Way. She is also on the Executive Committee of World Affairs Council of Orange County, a fellow at the Bowers Museum. She focuses on investment and risk management as well as tax sheltered solutions for maximum returns.

Scott Macbeth, CFM Senior Financial Advisor, has over 11 years experience providing financial and wealth management advice and services. He’s a graduate of Menlo and Cal State Fullerton University. Scott’s primary area of practice is investment-based solutions, retirement strategies and services and personal banking. Scott also focuses on the needs of corporate executives pertaining to company stock options and 401k plans.

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Nannette Macbeth, CFM is registered to do business in: AZ, CA, CO, FL, ID, MA, ME, MN, MO, NC, NM, NV, NY, OH, OK, OR, TX, VA, WA, WI

Scott Macbeth is registered to do business in: AZ, CA, CO, FL, ID, MA, ME, MN, MO, NC, NM, NV, NY, OK, OR, TX, VA, WA, WI

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THE MACBETH GROUP

Client Commitment