Sebold Capital Management, Inc.
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.
Lisle, Illinois, United States
Investment Management
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No verticals classified
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
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8
1998
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