Inviting someone into your financial life requires vulnerability and trust. Our team honors that by providing the respect and care you and your loved ones deserve.
A Legacy of Resilience, Hard Work and Family Pride
Our story begins in Somerset County, England, where founder Tom Hamlin’s father grew up with humble beginnings.
He was born into a family of many children and few resources. At only 11 years old, he moved out on his own to avoid spending his childhood in an orphanage.
Tom’s father contributed to World War II efforts and eventually immigrated to America, where he trained as a butcher in New York before moving to Burbank, California, to open his own restaurant and butcher shop.
He built a life and a business from the ground up, instilling in his future family a deep sense of pride and an enduring work ethic.
Inspired by this heritage, Tom founded Somerset Wealth Strategies in 1997 with a powerful vision: to help families build lifelong security with values and strategies that last for generations. The Hamlin family crest serves as our logo — a constant reminder of our commitment to stewardship, hard work and the Golden Rule.
The Somerset Standard
We view everyone we serve as a member of our family. We will never recommend a product, strategy or service that we wouldn’t suggest to one of our own. In fact, many tools we recommend are already in use by our loved ones.
Our mission is to help pre-retirees and retirees achieve peace of mind through financial independence. We pursue that goal through a commitment to four core beliefs:
We only work with the best.
We surround ourselves with the hardest working, most driven and most ethical team members and strategic partners we can find — because you deserve nothing less.
We only offer the best.
We relentlessly seek out the finest products and services available — from lifetime income strategies and principal preservation, to trust services, life insurance, long-term care, tax planning and inflation hedging — so that every recommendation we make is one we’re proud to stand behind.
We help plan for your whole life, not just your portfolio.
The real return on investment is a longer, happier life. So, we coach beyond the balance sheet, encouraging the pursuit of hobbies, healthy lifestyle choices, time with loved ones and other things that fulfill you.
We genuinely care.
One of our greatest joys is when a client calls to tell us about a trip they took, a hobby they’ve picked up or an experience they shared with family. When our clients thrive, we feel it, too.
Tom Hamlin
Thomas B. Hamlin is the founder and CEO of the Somerset Family of Companies and a highly acclaimed financial professional with more than 35 years of experience in retirement planning, wealth management and income-focused strategies. He is widely recognized for building a client-first, fiduciary-driven organization that integrates disciplined planning, robust supervision and an exceptional client experience.
Your Dedicated Professionals
Our advisors and support staff collaborate to provide the attentive, personalized service you deserve.
