more than wealth managers
we realize possibilities
for wealth

Sebold Capital Management is a fee-only, fully independent, fiduciary wealth management and planning firm with an expansive breadth of service and a research-verified process.

BUT WE ARE SO MUCH MORE.

We equip every one of our high-net-worth clients with a team of accomplished, multi-faceted financial experts intent on discovering and actualizing opportunities for your wealth.

ESTABLISHING SOLID FOUNDATIONS
FOR STRONG FINANCIAL FUTURES
COMPLETE
FAMILY OFFICE
Concierge-level management and planning services, from investment management and tax planning to business succession and estate planning.
COMPREHENSIVE
FISCAL OVERSIGHT
Timely, time-honored investment management and advisory strategies incorporated into your personal portfolio.
CURATED
FINANCIAL OPTIMIZATION
Considerate and specific exploration of your financial life that determines the personal, business, and market factors that may impact your financial journey.
WE PROVIDE BESPOKE CLIENT-FOCUSED OFFERINGS
CATERED TO YOUR FAMILY’S UNIQUE FINANCIAL JOURNEY.

Insurance Risk Mitigation
INSURANCE RISK
MITIGATION

INSURANCE RISK
MITIGATION

Our managers work to reduce the impact of potential risk to your wealth by using the strategies of avoidance, retention, sharing, transferring, loss prevention, and reduction.

Estate Planning
ESTATE
PLANNING

ESTATE
PLANNING

We work closely with the attorneys crafting your estate plan to align objectives. Once executed, we will continually evaluate the estate plan for any changes in key participants, in the passing of new laws, and in the plan’s effectiveness based on ever-evolving economic conditions.

Tax Mitigation
TAX
MITIGATION

TAX
MITIGATION

We proactively evaluate tax strategies directly impacted by your investments, overall income, retirement income, charitable giving, education goals and expenses. This entails multi-year analysis.

Asset Protection
ASSET
PROTECTION

ASSET
PROTECTION

Creating wealth is one thing, protecting it is another. We structure family wealth to ensure unnecessary payments or fines are avoided. This a critical part of the wealth management process.

Portfolio Management
PORTFOLIO
MANAGEMENT

PORTFOLIO
MANAGEMENT

We manage our high-net-worth clients total portfolio, always considering their long-term financial objectives. We balance the implementation of change initiatives with everyday maintenance to optimize return on investment.

Family Business Planning
FAMILY BUSINESS
PLANNING

FAMILY BUSINESS
PLANNING

Whether it is a complete business exit, a transition plan to the next generation, or a combination of both, our wealth managers will evaluate your needs to develop a plan that can be effectively executed.

Balance Sheet Evaluation
BALANCE SHEET
EVALUATION

BALANCE SHEET
EVALUATION

We can leverage optimal wealth creation through a careful understanding of your Balance Sheet, asset returns and debt expenses.

Family Wealth Preservation & Transfer
FAMILY WEALTH
PRESERVATION & TRANSFER

FAMILY WEALTH
PRESERVATION & TRANSFER

With a thorough understanding of your family’s core values, your wealth manager will assist in the intergenerational wealth transfer process; from purpose to process.

Charitable Giving
CHARITABLE
GIVING

CHARITABLE
GIVING

We establish your charitable aspirations and match them strategically to your opportunities. This is a major value add, both from a tax perspective and for building a family legacy.

Time
HOW WE WORK WITH YOU
Sebold Capital Management customizes plans for our high-net-worth clients by building productive, individualized solutions through timely, time-honored investment management and advisory strategies.