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.
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.
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.