
Are You Underestimating Your Vacation Spending? Here’s Why You Should Track It
Vacations are meant to be a time of relaxation and adventure, but they can also be a hidden drain on
Vacations are meant to be a time of relaxation and adventure, but they can also be a hidden drain on
By Somerset Advisory on January 24, 2025 As a financial advisor with over 15 years of experience, I’ve noticed
Here are 5 things I wouldn’t do if I was getting married after being in wealth management for 15 years:
Beaufort office is getting ready for Mahjong and Money! It’s all coming together – we can’t wait to see you
Lauren Pearson was named one of InvestmentNews’ Top Financial Professionals in the U.S. We are so proud of her, and
Due to all the recent storms in South East, several states have extended their tax filing due dates. Please see
We are thrilled to announce that Maria Mote has officially come on as a full time Somerset employee! She completed
Lauren and Emily were featured in VERANDA Magazine discussing how to budget for travel. Everyone deserves to travel without guilt,
She’s the star in all of our hearts at Somerset, and now Ellen Clarke, Private Wealth Advisor at Somerset, has
We are thrilled that managing partner of Somerset Advisory, Lauren Pearson, was named for the second year in a row