Somerset Wealth Strategies

First and foremost, Somerset offers investment advice: We make recommendations and manage your portfolio on an ongoing basis. But wealth management doesn't stop there. So we offer you expert advice on related concerns, such as protecting your loved ones with insurance, charitable giving techniques, and estate planning. In addition to bringing our own expertise to bear on different aspects of wealth management, Somerset has professional relationships with a network of specialists outside our firm-attorneys who can draft documents, CPAs who can assist with tax matters. This network allows us to provide advice as in-depth as you require. So we can be a single source of advice for all of your financial concerns. Somerset's comprehensive range of services seeks to eliminate the problems that can occur when you must manage multiple advisors. We make wealth management simpler for you.