The move stems from Sebold Capital’s unprecedented growth in the last couple years. “We are thrilled for this next chapter. It has been exciting working with design teams to allow our new space to be unique for our clients and visitors. Our open house will be occurring shortly.”
Sebold Capital Management, founded by Sean Sebold in 1998, is a fee-only, fully independent, fiduciary wealth management and financial planning firm. Sebold Capital is a family office that has been structured to solve and advise on the unique and specific concerns of the high-net-worth family and those with significant business ownership and interests.
Dan has over 10 years’ wealth management experience, holding several client service and project management roles for two large fee-only Registered Investment Advisors. Most recently, Dan was a Senior Consultant with Altair Advisers in Chicago, where he provided investment, tax, and estate planning advice to ultra-high net worth families. Prior to joining Altair, Dan worked as an Analyst for RegentAtlantic in Northern New Jersey.
“We are really excited to have his depth of expertise and planning experience in the high net worth market we work in,” says President Sean Sebold. “Sebold Capital focuses on a wide range of wealth management strategies. The addition of Dan to the team will add that much more strength to our process.”
Dan is a California native, growing up in the San Francisco Bay Area and earning his Bachelor’s degree in Financial Services from San Diego State University. After completing SDSU’s Personal Financial Planning Program, he became a CERTIFIED FINANCIAL PLANNER™ professional and began a career in Wealth Management. “I appreciate Sebold’s holistic approach to client service,” remarks Dan. “I am really looking forward to joining the team and building relationships with the firm’s staff and client base.”
Sebold Capital Management, founded by Sean Sebold in 1998, is an independent fee-only wealth management firm that helps successful small and mid-size business owners transform their finances to make work optional.
Stafford Wells Advisors, Inc. was founded by Susan J. Templeton in 2008 to bring her background in corporate and foundation investment management to serve high-net worth investors in a fee-only advisory model.
Susan will continue to manage her clients with Sebold Capital Management, Inc. and will be a member of the Investment Research Committee. She will also continue her role as consultant for two Midwest family offices.
Prior to founding Stafford Wells, Susan was a partner with QIS Advisors, a quantitative money management firm. In 1996 Susan became CEO and President of Templeton Associates, which provided strategy, portfolio design, and marketing for institutional investment advisors. Susan also managed and led two mutual fund companies, The Newton Funds (a subsidiary of the M&I Corporation) and the William Blair Mutual Funds.
“I have built our growth and reputation on a foundation of trust, service and results,” Susan Templeton said. “Joining Sebold Capital’s team allows me to take advantage of their very strong operational infrastructure while maintaining a high-level of client service with the investment expertise I have built in my career.”
Susan is an independent director of Claridge’s Trust Company and Marshall Street Capital, where she serves on the investment and audit committee, and is on the Advisory Board of Seyen Capital, a Chicago-based early stage venture capital firm. Susan is also on the Board of Directors of Ryan Banks Academy and is founding Chair (former) of the Planned Giving Committee for the Advocate Foundation.
“We work on behalf of our clients, with a personal approach to their portfolio – one that makes the most sense for their needs, both now and for their future,” said Sean Sebold, President of Sebold Capital Management, Inc. “I am looking forward to working with Susan and her clients as we continue to grow our firm.”
Sebold Capital Management, Inc. is an independent fee-only wealth management firm that creates value for high net-worth clients, their families and entities. We commit to putting our client’s needs first, providing services guided by their priorities. We work to accomplish our client’s goals by utilizing a holistic view of assets and applying our deep expertise to deliver honest, straightforward advice that is refreshing to hear in this industry.
Sebold Capital Management has grown from one person’s vision to a thriving office of six staff, plus seasonal interns from local colleges, all working together for the benefit of each client. Sebold Capital Management works with a limited number of families who have a net worth ranging from $2mm to $150mm. We can attribute the growth and overall success of the firm to a commitment to the mission: to build relationships on integrity, trust, and unrivaled personal service. By listening, evaluating, educating, and upholding strict confidentiality, we prepare the roadmap to achieve what matters most to our clients and guide them through the challenges life presents along the way.
“I am very proud that Sebold Capital Management has been successful for the past 20 years with a 99% retention rate. Service and integrity underscore that success,” says President, Sean Sebold. “When we do take on a new client, it is because we feel a strong connection to the goals and priorities they have for their families and businesses. We constantly strive to understand all of our clients’ needs, and support them in any way we can.
Sebold Capital Management kicked off the anniversary year in January with an annual dinner meeting discussing Cybersecurity with an expert panel. Also in January, Sean Sebold discussed investment and financial planning advice for the New Year on WTTW Chicago Tonight with Phil Ponce. In February, Sean will be presenting to Microeconomics students at North Central College; and in March, Sean will be speaking at the Hesed House Champions of Hope Breakfast. The firm will be hosting a 20th Anniversary outing this summer for everyone that has been involved in the success of the firm and for those in the community that would like to meet the Sebold team.
Sean Sebold, President of Sebold Capital Management attended the AABEs reception held March 15, 2017 at Medinah Banquets, Addison that honored the recipients. Sebold Capital will also be profiled in a special publication of the Daily Herald Business Ledger published on April 17, 2017,
“I am truly thankful to the Daily Herald Business Ledger for such an honor,” says President, Sean Sebold. He adds, “I am very proud of my team. They have helped me make Sebold Capital Management successful for the past 20 years with a 99% retention rate due to our pledge in our core values: integrity, trust, and unrivaled personal service.”
Sebold Capital Management, Inc. is a fee-only wealth management firm that creates maximum value for high net-worth clients. We commit to putting your needs first, providing extraordinary service guided by your priorities. We work to accomplish your goals by utilizing a holistic view of your assets and applying our deep expertise to deliver honest, straightforward advice that is refreshing to hear in this industry.
“I am very proud of the success that we have brought to our clients over the past 15 years. While the assets that we manage for our clients are an important benchmark for the industry, we aspire to have our clients successfully reach their long term objectives. Our 99% client retention rate tells us we continue to provide value to our incredible clients. As we continue to grow, adding new clients and new employees, we look forward to continuing our work helping our clients thrive in a tough economy.”
Sebold Capital Management currently employs six staff members to manage 90+ clients and attributes its growth and overall success to a commitment to its mission of continually earning the clients’ trust by helping them to identify their financial goals and guiding them through the lifelong process of achieving them.