Who We Serve
Individuals
Somerset never offers a one-size-fits-all solution. When it comes to your personal finances, we offer proactive and customized strategies designed to minimize your tax burden and maximize your wealth. We consider your entire financial framework and lifestyle, including estate planning, tax issues, retirement plans, etc.
Tax
To make our approach to your individual taxes a streamlined and seamless process, we team up with your other advisors, such as a lawyer or banker. We want to be a part of a team that can do it all for you from start to finish. We are always thinking ahead, approaching tax planning and preparation as an opportunity. Our entire tax team is proficient in current tax laws and IRS regulations, and you will always be consulted when changes arise that may affect you.
Personal Finance
We take the time to carefully understand your personal financial goals. This attention to your needs allows us to provide a tailored, sound financial plan for you and your family.

Caring for an Elderly Relative? You May Be Eligible for Tax Breaks
Taking care of an elderly parent or grandparent may provide more than just personal satisfaction. You could also be

Required Distributions: Changes You Need to Know
PREPARED BY BROADRIDGE INVESTOR COMMUNICATION SOLUTIONS, INC. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019
Downloadable Resources
The list below contains specialty services offered for individuals. To see a full list of our services, click on the button at the bottom of each of the service categories below.
- Expatriate
- High net worth planning
- Inpatriate
- IRS tax resolution
- Multi state tax
- Tax planning and preparation
- Daily money management and bill pay
- Elder care service
- Estates
- Financial planning
- Mediation
- Trusts

What Our Clients Say
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