Travis Wealth Management

Sebold Capital Management is a fee-only, fully independent, fiduciary wealth management and planning firm based in Naperville, IL. They offer a comprehensive range of services, including investment management, tax planning, estate planning, and business succession planning, tailored to the unique financial journey of each high-net-worth client. With a team of accomplished financial experts, Sebold Capital Management focuses on discovering and actualizing opportunities for wealth, while also providing concierge-level management and planning services through their complete family office offering. They prioritize client-focused solutions and work closely with clients to optimize their financial portfolios and protect their assets, ensuring a strong and secure financial future.Generated from the website

Financial advisor

Our financial advisors in Naperville are adept at helping individuals, families and business owners define and find their freedom with customized wealth solutions.We proudly serve Naperville, Chicago and the Western suburbs of Chicago with personalized financial planning. Our clients live and work in Naperville, Chicago, Oakbrook, Wheaton, Lisle, Downers Grove and beyond. We are active members of our local community and understand the unique needs of our thriving community.Whether youre looking for retirement planning, a carefully curated financial plan, help with college planning or life and long-term care insurance, our experienced wealth advisors can guide you on the path to defining and actively pursuing your long-term goals.