Philanthropists

Many of our clients are charitable, and generously give both their time and their talents.  Through planning, we help create valuable solutions that are designed to support and enhance our clients’ ability to give. Additionally, philanthropy is a core personal and professional value for our team members, and we believe the alignment of our passions helps foster strong client relationships.

Attorneys

Our team brings academically-focused planning and a service-minded wealth management model to the attorney community. We understand the distinct needs and complexities of this profession and have focused on helping attorneys create and maintain wealth throughout the trajectory of their careers.

Brave and Interesting Women

Somerset Advisory is an all-female team. We work with many women, especially those at pivotal points in their lives—perhaps they have lost a spouse, are caring for aging parents, are going through a divorce, or have sold their business. Our practice and perspective help position us to focus on women’s needs, and to serve them well. 

Special Needs Families

Special needs families have particular challenges that come up throughout their lifetime, and we understand, as Lauren's brother has Down Syndrome, and has experienced firsthand what it looks like to plan for children with special needs.

Contact Somerset Advisory