Your Stewards in Retirement Planning

Somerset Wealth Strategies helps preserve your wealth through the same conservative strategies we trust for our own loved ones.

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Trusted by Families for Over
30 Years

Our clients’ confidence is our highest priority. See what they say about our service, integrity and dedication.

"Tom and his team treated our retirement like it was their own family's money, and that made all the difference."
Margaret T.
"They asked the right questions and listened more than they talked. That's rare in this business."
James R.
"They understood what mattered most to us and built a plan around it."
Robert M.
"Finally, someone who listens more than they sell."
Sarah K.
"We felt like family from the first conversation."
David L.
"Thirty years of service means they know what they're doing."
Patricia H.
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80+ Five-Star Reviews on Google
as of April 24th, 2026
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The Somerset Story

A Legacy of Perseverance

Somerset Wealth Strategies began with a simple but powerful vision: to help Americans build lifelong security with values that endure for generations.
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Inspired by our family’s humble beginnings and immigration from Somerset County, England, our heritage shapes our commitment to providing honorable service and treating every client like family.

Our LegacyOur Mission
What We Do

Comprehensive Guidance, Tailored to You

As an independent financial advisory firm, we have access to a diverse range of financial products and tools to craft custom plans that help address:

Tax-Efficient Strategies

Business Succession Planning

Charitable Giving

Asset Protection Strategies

Income Tax Planning

How We Help
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Services That Fit Your Circumstances

Meet Us Where You Are

Serving Greater Portland

Personal Planning, In Person

Located in Portland, Oregon, our firm offers local guidance for individuals and families who wish to discover the Somerset approach in our office.

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Nationwide Support

Virtual Guidance from Coast to Coast

Benefit from our experience through convenient virtual meetings and ongoing support, no matter where you call home.

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Your Journey Starts Here

Request a complimentary meeting to learn how we can plan your ideal retirement together, whether you’re located near our office or in another state.

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