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, estates, and family businesses. We specialize in advising business owners in the manufacturing, tech and software sectors, and owners of medical or dental practices prior to the sale of their businesses, carefully planning for liquidity events. Sebold Capital Management works with clients to define financial objectives and develop strategies for reaching those objectives including: business exit or succession planning, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, family wealth education, fringe benefits, and other issues specific to the client.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 2443 Warrenville Rd,
- Phone
- 1-630-548-9700
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- seboldcapital.com
- Keywords
- Wealth Management, Investment Planning, Business Succession (Exit Planning), Tax Planning, Charitable Giving, Retirement and Estate Planning, Corporate Qualified Plans, Education Expense Planning, Family Wealth Education.
- HQ
- Lisle, Illinois
Sebold Capital Management, Inc. Questions
Sebold Capital Management, Inc.'s helpline number is 1-630-548-9700
Sebold Capital Management, Inc.'s website is seboldcapital.com
Sebold Capital Management, Inc.'s LinkedIn profile is https://www.linkedin.com/company/sebold-capital-management
Sebold Capital Management, Inc. has
8 employees.
View email and phone details for 8
employees at Sebold Capital Management, Inc..
Sebold Capital Management, Inc.'s industry is
Investment Management
Sebold Capital Management, Inc.'s top competitors are
Curi Capital,
Kovitz,
Jmg Financial Group, Ltd.,
Herr Capital Management, Llc,
Pebble Valley Wealth Management,
Capstone Financial Advisors Inc.,
U.s. Sportsmens Alliance Foundation,
All-Pak Manufacturing Corp.,
Americana Financial Group,
Edge Financial Advisors.
Sebold Capital Management, Inc.'s categories are Investment Management
Sebold Capital Management, Inc.'s founding year is 1998
