Part II: The Value of Partnership (For You)
True partnership makes a difference. You sense it in the way decisions are made and in the steadiness behind every plan. At Somerset, the person who sits across from you carries real ownership. This structure exists for your benefit.
When a firm is built around partnership, every detail matters. Clients do not become case studies or accounts. Your life shapes the work. Responsibility never gets handed off to someone you have never met. Care is not diluted as the firm grows.
Emily now holds a partnership stake at Somerset. She has shown, day after day, that she meets families with a rare mix of insight and follow-through. Her investment here is personal. You may already notice her hand in your experience—the small improvements, the extra time spent thinking about what fits best for you and your family.
Employee partnership aims to deepen accountability. When someone earns a stake in the firm, it often makes every outcome feel more personal. No one can coast, and this structure helps minimize the distance between your results and our own.
This alignment is what keeps Somerset steady when change comes or decisions grow more complex. The people responsible for your plan remain the people who care most about its results.
We believe the model we have chosen is built to last. Families need continuity. Long-term relationships create room for thoughtful work. Employees who have a stake in the outcome stay curious, engaged, and dedicated to the craft.
We strive for every family to feel a positive difference in the depth of questions, the clarity of answers, and the way plans grow alongside you.
Your trust built this firm. Every improvement, every decision, and every partner named has been made with your family’s well-being at the center.
Lauren
The most important thing in my life is my family. My husband, Andrew, and our three smart and brave daughters.