Somerset Wealth Strategies specializes in retirement planning.


Providing confidence through financial independence for over 28 years.

Get Started in 3 Easy Steps:

  • 1

    DISCOVER


    Schedule a meeting with us to discover what your ideal retirement looks like.

  • 2

    EVALUATE


    Using the Somerset WS Process, we’ll examine your current financial situation to determine your retirement needs.

  • 3

    PLAN


    Receive a custom strategy to help you reach your unique retirement goals.

Trump-Tax

Instant Download

Will your retirement be affected by the Trump Tax Laws?

With this 10-page instant download, written by one of Washington’s savviest political observers, you'll discover:

  • How your taxes could be affected by the Trump tax change – today and in retirement
  • Ways to help ensure your portfolio is as tax efficient as possible
  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary

At Somerset Wealth Strategies, our philosophy is simple:

Reduce Risk to Maximize Growth

We seek to help clients feel confident in their financial futures to live out their dream retirements.

Create Asset Protection Strategies

We build strategies that not only seek to maintain and grow clients’ assets but help protect them from downside market risk as well.

Offer Insurance with Assurances

We use financial products, like insurance and annuities, to further ensure clients are protected against risk.

Build “Relative” Plans

We treat our clients like family and vow to only recommend financial strategies we would suggest to our own families.

 DISCOVER

Get Started Today


Fill out the form below to schedule your one-on-one meeting with Somerset Wealth Strategies. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.