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.
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.
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
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
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
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.
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
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
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
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.
