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.

"Overall I had a very positive experience with Somerset Wealth Strategies and highly recommend them."
Debbie Pierce
"Reached out to Megan Sinegar for assistance for help with getting additional security on an account with Prudential investments. She contacted Prudential and made it very easy to get done what was needed. Absolutely pleased with the job she did for us. Always have excellent results when I needed her help and advice. Thank you Megan"
Thomas Haak
"I have been doing business with Derek Stamos of somerset wealth for many years now and I am so pleased with his services. He is always available to answer questions I may have and helps me to make wise investment choices without any pressure or persuasion. Somerset wealth is a very reputable company and a very large investment firm that's been around for many years. I trust them completely for all my investing needs."
Sarah Brim
"Thank you Derek! I really appreciate your time and consideration. It was so helpful to talk with you; I gained so much clarity from our conversation...I am ready to invest! Much Appreciation, Tammy"
Tamara Wilson
"I have trusted Tom and his team since 2008 with my retirement plans. I have been well pleased with the results and the customer relations have been outstanding. I highly recommend them!"
Suzie Brunk
"I reached out to Somerset regarding an investment I was looking to purchase. Derek Stamos patiently helped me figure out the best investments for my situation, often chatting with me after hours. I was overall very impressed by Derek, and Somerset Wealth Strategies!"
David Hurford
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80+ Five-Star Reviews on Google
as of September 8th, 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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