Somerset wealth management consultants have close client relationships that enable them to know clients’ goals and dreams, talents and challenges. We listen, we share ideas and we help clients see things in new ways. Somerset helps clients put the pieces together for financial success.

Whether your goal is to pass your business down to your grandchildren, to buy a vacation home or to retire at age 50, Somerset’s Wealth Management Team can open the door to new possibilities that are outside of the usual recommendations. We will look at your situation to develop strategies with growth potential. But we don’t stop there. We help you implement every step of the way. Because we want you to have the best chance at success, we take an active role in building your wealth.

Somerset does not offer a group of investment products or one-size-fits-all solutions. Instead, we offer objective, unique strategies that take into consideration your estate planning, tax issues, retirement plans, business and personal lives. Wealth management professionals work with Somerset experts in other service areas, such as tax or estate planning, to provide lifetime financial solutions.

Somerset wealth management professionals include certified public accountants, chartered financial consultants, chartered mutual fund counselors, certified financial planners, certified senior advisors and other professionals. Our breadth of services and objectivity make our wealth management services truly unique.

Are you looking for new strategies, new thinking and creative solutions? Somerset’s wealth management consultants are passionate about helping you succeed.
 

• Lifestyle needs analysis
• Financial independence planning
• Income tax analysis/planning
• Education planning
• Insurance needs analysis
• Cash flow analysis
• Investment plan analysis
• Plan development and implementation

• Development of asset protection strategies
• Coordinated planning and implementation
• Ongoing management

• Analyze and assess insurance needs
• Review current insurance plans
• Recommend appropriate amounts and cost structure
• Implementation

• Design or review of buy-sell agreements
• Review of funding arrangements

• Appreciation investing
• Cash flow strategies
• Leveraged investing

Qualified plan consulting for profit sharing/401(k) plans,
403(b) plans, Keoghs, Simple IRAs, IRAs (rollovers)

• Current plan investment analysis
• Sponsor objectives determination
• Compliance analysis
• Assistance in third-party administrator (TPA) selection
• Provider selection
• Sponsor liability reduction
• Development and implementation of employee communications

Non-qualified plans

• Deferred compensation plan development

• Asset allocation policy determination
• Investment policy formulation
• Manager search and selection
• Periodic portfolio rebalancing
• Ongoing manager evaluation

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