Somerset Wealth Strategies

Get Started

To set up a complimentary initial consultation with a Somerset Wealth Strategist, call us now at 800-813-4000, or complete the questionnaire below.

After ascertaining your situation, we will begin crafting a custom plan to meet your specific needs and goals.

Also, understand that we have clients in all 50 states and in more than 20 countries. You do not need to live in Oregon to work with our office directly.

For clients outside of Oregon, we meet via the Internet, by phone, or email. For select clients, we may even fly to you, or fly you into our office. This has worked successfully with hundreds of clients for many years.

Ready to get started? Call us now at 800-813-4000 or complete the following questionnaire:

1. Tell Us About Yourself


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2. How Familiar Are You With Our Concepts?


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3. Tell Us About Your Current Portfolio


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Tell Us About Your Expectations


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