Sean Sebold (BA, CFA, CFP®, MBA)
Sean Sebold focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
As an independent, fee-only wealth management firm, we are uniquely positioned to offer something yearned for in a world marked by complexity and uncertainty: an honest perspective. Unencumbered by the need to sell products or generate commissions, our holistic approach is guided by an intimate understanding of our clients and their families’ goals.
We listen, evaluate, and educate. Working closely with our clients, we generate an Investment Policy Statement. This statement serves as the unshakeable foundation of our financial advice. The challenges facing a high net-worth individual and his or her family, from investment management and tax planning to business succession and estate planning, are deeply personal and intricately intertwined.
Our experience, expertise, and implicit dedication to achieving our clients’ goals distinguishes us from other firms in wealth management. We pride ourselves on the ability to look our clients in the eye and say what we, ourselves, would do. This confidence comes from our comprehensive familiarity with our clients’ objectives and an extensive knowledge of the economic, geopolitical, regulatory, and investment market conditions that can influence their success.
Additional Information
Anyone can give you the wealth management advice you want to hear; but at Sebold Capital Management, we give you the straight, unbiased advice you need to hear.
Sebold Capital Management, Inc. is a fee-only wealth management firm that creates value for high net-worth clients. We commit to putting your needs first, providing unrivaled 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.
Our mission is to build our relationship 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 you and guide you through the challenges life presents along the way.
NAPFA Start Date
February 09, 2004
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