A complete list of active advisors currently associated with Somerset Wealth Management, LLC

Warmer can help you find a great advisor at Somerset Wealth Management, LLC or one who fits your needs even better.

Somerset Wealth Management provides discretionary portfolio management and investment advisory services to individual and high‑net‑worth clients, typically requiring a minimum account size. The firm also makes available annuities, private placements, and access to third‑party money managers as part of its service offering. Investment decisions are implemented using institutional‑style managers combined with a subscription market‑indication program and a tactical asset‑allocation approach; an investment policy statement is prepared for each client and accounts are monitored on an ongoing basis, primarily under discretionary authority. The firm evaluates mutual funds, ETFs, exchange‑listed and OTC securities, annuities and other marketable instruments when constructing and rebalancing portfolios. The firm’s structure is notable for affiliations with both a broker‑dealer and an insurance agency, an arrangement that is uncommon among peers and results in advisors who may be dually registered and receive commission‑based compensation in addition to asset‑based advisory fees; these relationships and potential conflicts are disclosed and governed by the firm’s policies and Code of Ethics. The adviser’s involvement in secondary‑market annuities and factored structured‑settlement activity, together with its relatively modest asset base, are additional distinguishing characteristics prospective clients may consider.

To learn more about the advisors currently working at Somerset Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.