Financial Advisors
Portland, OR
Somerset Wealth Strategies specializes in retirement income planning and financial independence strategies for clients in the Portland area. With over 30 years of experience, they help clients design custom retirement plans through their proven discovery, evaluation, and planning process. They focus on reducing risk to maximize growth, building asset protection strategies, and providing personalized guidance they'd recommend to their own families.
Ideal for: Pre-retirees, retirees, individuals seeking retirement income planning, clients interested in annuities and asset protection strategies
Service area: Portland, Oregon and surrounding areas
30+ Years of Experience: Somerset Wealth Strategies brings over three decades of expertise in retirement planning and wealth management to help clients achieve financial independence.
Personalized Risk Assessment: They use proprietary tools like the Somerset WS Process and risk tolerance assessments to create custom strategies aligned with each client's unique situation and comfort level.
Family-First Philosophy: Their approach treats clients like family, recommending only strategies they would suggest to their own relatives, emphasizing trust and personalized care.
Address: 4600 S Kelly Ave, Portland, OR 97239
Phone: (503) 595-1333
Website: somersetwealthstrategies.com
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