What We Do

Financial & Estate Planning Solutions

The key to thriving in today’s competitive marketplace is identifying risks, capturing opportunities and developing solutions. Somerset advisors are here to help you achieve your objectives and move toward success with confidence.

Estate and Gift Planning

We use our knowledge of transfer taxation to maximize the amount of wealth you transfer to the next generation using the least amount of your lifetime exemption. We look for innovative ways to solve your most complicated estate and gift tax planning issues and concerns.

Financial Planning

We know that no two clients have the same priorities, which is why we don’t take a one-size-fits-all approach to financial planning. Instead, our advisors listen carefully to your specific needs, then work to help you achieve your ambitions. We’ll help you focus on what’s most important to you—whether it’s accumulating, managing or distributing your wealth. This attention to personal needs allows us to provide a tailored and sound financial plan for you and your family.

Click here to learn more.

Family Office

We can help your family maintain its wealth through the generations. Our advisors assist with daily money management, risk management review, estate plan coordination, tax planning/compliance, alternative investment guidance and administration of family limited partnerships and trusts.

Investment Management

We can help you manage your investments and assets by assisting with asset allocation policy determination, investment policy formulation, manager search and selection, periodic portfolio rebalancing and ongoing manager evaluations. Click here to learn more about how we can help.

Click here to learn more.

Pre and Post Death Planning

Fiduciaries are responsible for many decisions with respect to an individual’s estate after their death, including tax elections, valuation of assets, tax compliance and distributions to beneficiaries. We can provide fiduciaries and beneficiaries with assistance during the estate administration process and provide estate and income tax advisory to help maximize the benefits to the estate’s beneficiaries and minimize the estate and income tax cost.

Senior Services

Aging brings new financial challenges and opportunities, including making decisions about Social Security benefits, funding long term care expenses and passing wealth to the next generation. We are uniquely prepared to help you address those challenges and opportunities. We can assist you in exploring options for funding long term care expenses, provide daily money management services, analyze government benefit strategies and advise on your estate plan.