About Our Firm
Somerset Asset Management was founded by people driven by a shared vision of offering outstanding financial guidance to individuals, families, non-profit organizations, and corporate retirement plans. Our primary objective is to harness our team's collective expertise, extensive research, and decades of practical experience to help our clients grow and protect their wealth.
At Somerset Asset Management, we want to be more than just a wealth management firm and are dedicated to helping you consistently make intelligent financial decisions. By assessing each financial decision within the context of your comprehensive financial roadmap, we ensure that your choices will benefit you in achieving your long-term goals. This straightforward approach means that the more astute your financial decisions, the faster you can reach your desired financial future.
We provide sound and unbiased financial planning advice, and being independent and not affiliated with any brokerage-promoted investment products or their providers, we do not have any conflicts of interest from our recommendations. This independence allows us to offer solutions that align with unique needs and objectives.
We focus on building long-term relationships, which can only happen if a foundation of trust, integrity, and mutual respect exists. By putting your interests first, we empower you to live the life you always envisioned, confident that your financial future is in skilled hands.