Sebold Capital Management

At Sebold Capital Management, we are not just wealth managers - we are pioneers in the art of discovering and actualizing opportunities for our clients' wealth. Our firm is a fee-only, fully independent, fiduciary wealth management and planning firm with an expansive breadth of services and a research-verified process. We understand that high-net-worth individuals and families require a unique approach to managing their wealth, and we take a holistic approach to ensure that every client's financial needs are met.

Our Services

We offer a wide range of services designed to cater to the unique financial needs of our high-net-worth clients. These services include:

• Complete Family Office: We offer concierge-level management and planning services, from investment management and tax planning to business succession and estate planning.
• Comprehensive Fiscal Oversight: Our experts provide timely and time-honored investment management and advisory strategies incorporated into your personal portfolio.
• Curated Financial Optimization: We explore every aspect of your financial life to determine the personal, business, and market factors that may impact your financial journey.
• Insurance Risk Mitigation: Our managers work to reduce the impact of potential risk to your wealth by using strategies such as avoidance, retention, sharing, transferring, loss prevention, and reduction.
• Estate Planning: We work closely with attorneys to craft your estate plan and continually evaluate it for changes in key participants, new laws, and effectiveness based on ever-evolving economic conditions.
• Tax Mitigation: We proactively evaluate tax strategies directly impacted by your investments, overall income, retirement income, charitable giving, education goals, and expenses.
• Asset Protection: We structure family wealth to ensure unnecessary payments or fines are avoided.
• Portfolio Management: We manage your total portfolio, always considering your long-term financial objectives and balancing the implementation of change initiatives with everyday maintenance to optimize return on investment.
• Family Business Planning: We evaluate your business needs and develop a plan for complete business exit, transition to the next generation, or a combination of both.
• Balance Sheet Evaluation: We leverage optimal wealth creation through a careful understanding of your balance sheet, asset returns, and debt expenses.
• Family Wealth Preservation & Transfer: We assist in the intergenerational wealth transfer process, from purpose to process.
• Charitable Giving: We establish your charitable aspirations and match them strategically to your opportunities.

How We Work

At Sebold Capital Management, we customize plans for our high-net-worth clients by building productive, individualized solutions through timely, time-honored investment management and advisory strategies. We take a comprehensive approach to ensuring that every client's financial needs are met, and we provide bespoke financial management that puts your wealth to work.