Get in touch
202.409.4550
shep@sequencewm.com
Who We Serve
Experts in Wealth Management for High-Net-Worth Families, Entrepreneurs, and Business Owners
Our clients look like us…founders, entrepreneurs and think multi-generationally. Sequence Wealth Management specializes in providing tailored financial solutions for those who have complex financial needs. With decades of experience at large financial institutions, our team brings unparalleled expertise, offering personalized service that’s as unique as the clients we serve.
High Net Worth Families
Managing significant wealth requires more than just investment advice; it requires a comprehensive approach that considers your entire financial picture. We understand the unique challenges faced by high-net-worth families, from preserving wealth across generations to navigating complex tax structures. Our team provides:
- Multigenerational Wealth Planning: Ensuring your legacy endures and your family's financial future is secure.
- Customized Investment Strategies: Tailored to your risk tolerance, goals, and market conditions.
- Philanthropy and Charitable Giving: Structuring charitable contributions in a way that aligns with your values while maximizing tax benefits.
As an entrepreneur, your financial world is entwined with the success of your business. You need a partner who understands both personal and business finance intricacies. From startup to exit strategy, we guide you through every stage of your entrepreneurial journey. At Sequence Wealth Management, we help entrepreneurs with:
- Wealth Management: Many wealth managers are solely asset allocators. We have over 40 years of experience in managing money, portfolio construction and cash flow solutions.
- Optimizing Business Finances: Integrating your business and personal financial strategies for tax efficiency and growth is important. We have unmatched expertise in small business tax and cash flow optimization strategies including but not limited to private pensions and enhanced key man strategies.
- Succession Planning: Ensuring a smooth transition of leadership and ownership when the time is right.
- Strategic Financial Planning: Aligning your business goals with your personal financial objectives: asset protection, exit planning, estate planning etc.
- Retirement Solutions: Tailored retirement plans that balance business needs with personal financial security.
