Worried that your financial strategy is missing something?

We help clients manage, mitigate and transfer risk to meet their individual needs and goals.

Customizing a Tailor-Made Plan for You

At Somerset Wealth Strategies, it all starts with three questions.



Who are you?


What do you care about?



What do you want to accomplish?

Mapping out how much to pass on and when can only happen after these three questions are addressed. As a team, we work closely with your other qualified professionals (e.g., estate attorney and accountant) to create a custom plan centered around your goals versus a cut-and-paste version of someone else’s plan. We believe looking at the whole picture and addressing the overall plan, rather than focusing on each singular issue, is critical to making the plan work for you.

Taking it to the next level

A sound estate plan is fundamental to any well-designed financial plan. Many business owners and high net worth individuals already have wills, trusts and other estate planning documents in place. Somerset Wealth Strategies can review these documents with your estate attorney to ensure the documents accurately and effectively reflect your financial goals.

Once we know where you are, what you care about and what is important to you, we can start to develop a plan that fits your goals and objectives with respect to the following topics:

• Tax-Efficient Strategies

• Business Succession Planning

• Income Tax Planning

• Charitable Planning

• Asset Protection Planning

Somerset Wealth Strategies does NOT operate in the gray. Any business or individual tax reduction techniques used are done with a clear-cut understanding and in accordance with the IRS tax laws.

Somerset Wealth Strategies is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

Our Services Also Include:

Retirement Planning
Investment Management
Asset Protection
Life Insurance and Annuities
Estate Planning

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today.

Or give us a call at 503-595-1333