Wealth Management
Investment Management
Business Succession Planning
(Exit Planning)
Sebold Capital Management
Sebold Capital Management is an independent fee-only wealth management firm that provides personal financial planning and investment management to high net worth individuals, families and their related entities, trusts and estates, and family businesses. Sebold Capital Management works with clients to define financial objectives and to develop strategies for reaching those objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family business succession issues, fringe benefits, and/or other issues specific to the client.
Sebold Capital Management's mission is to continually earn our clients' trust by helping them to identify their financial goals and guide them through the lifelong process of achieving them.
