SAM customizes your portfolio to where you are, and where you want to be.
About Us
About Us
We help founders, entrepreneurs, and high-net-worth families build, protect, and transfer wealth through strategies that go beyond investment returns.
At Sequence Asset Management, we take a holistic, fiduciary approach—focusing on maximizing after-tax cash flows, minimizing risk, and creating asset protection strategies that work across generations.
We Specialize In:
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Exit planning and business transition strategies
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Multi-generational wealth transfer and legacy planning
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Executive compensation and equity strategy
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Tax-efficient investment management
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Risk mitigation and asset protectionn
Who We Serve:
Business owners navigating complexity. Whether you're scaling, preparing for an exit, or protecting what you've built for future generations.Individuals and Families to protect what you've built, grow what you have, and leave the legacy you choose
Non-profits in need of endowment management and overall financial guidance.Why Partners Work With Us: I collaborate with CPAs, tax strategists, business coaches, mortgage professionals, and benefits advisors who want a trusted wealth management partner for their clients. Our approach complements what you're already doing—without stepping on toes.If you work with entrepreneurs or high-net-worth families and want to explore how we might support each other's clients, let's connect. www.sequencewm.com shep@sequencewm.com
Why Partners Work With Us:
I collaborate with CPAs, tax strategists, business coaches, mortgage professionals, and benefits advisors who want a trusted wealth management partner for their clients. Our approach complements what you're already doing—without stepping on toes.
If you work with entrepreneurs or high-net-worth families and want to explore how we might support each other's clients, let's connect.
Shep Buckman, CFA, CMT
Shep Buckman, a New Orleans native, is a Senior Asset Manager with over 25 years of experience in financial services. Prior to starting Sequence Asset Management, Shep was a Senior Portfolio Manager at Equitas Capital. Mr. Buckman was a Senior Portfolio Manager and Investment Committee member for United Bank’s Wealth Management division where he guided investment strategy and execution for over $4 billion of private client institutional assets. Mr. Buckman was a portfolio manager at UBS Financial Services where he built customized portfolios for high-net-worth clients. He also served as a Financial Advisor at Morgan Stanley. Shep has obtained his CFA® and CMT® designations. Mr. Buckman has considerable experience with high-net-worth families, professional athletes, non-profits, financial planning, lending, alternative investments, and sell-side advisory to include ESOPs (Employee Stock Ownership Plans).
Shep earned an MBA in Finance from Johns Hopkins University and a B.S. in Business Administration with Special Attainments in Commerce from Washington & Lee University.
Let’s Work Together
Get in touch so we can start working together.
