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SOMERSET’S CLARITIES PROCESS

CLARITIES is Somerset’s strategic wealth oversight process, crafted for families who seek to secure, grow, and protect their wealth with precision and care. Through regular monthly sessions (1-3 hours), we focus on what matters most to you.

PERSONALIZED STRATEGIC WEALTH OVERSIGHT

We start by understanding your financial landscape in its entirety. This isn’t just about managing cash flow—it’s about ensuring that your wealth is aligned with your lifestyle and long-term goals. Together, we assess how your resources can be most effectively allocated to preserve and grow your wealth, support your aspirations, and maintain the freedom and security your family has worked hard to achieve.

KEEP

We begin by understanding your CASH FLOW and LISTENING to your personal and financial aspirations. Together, we carefully plan your asset ALLOTMENT to ensure your wealth is structured for both security and growth. Our RETIREMENT strategies are tailored to your unique vision for the future, and we ensure your INSURANCE coverage aligns with your lifestyle and goals.

PROTECT

We conduct a comprehensive TAX review to optimize your financial strategies. Your INVESTMENTS are aligned with your long-term objectives, focusing on sustainability and growth. Our ESTATE PLANNING services ensure your legacy is passed on according to your wishes, while STEWARDSHIP guides the responsible management of your resources, including philanthropic endeavors.

IMPLEMENT

Life is dynamic, and so are your financial goals. We continually adapt the CLARITIES process to reflect your evolving priorities, ensuring your wealth is managed with the same care and attention you dedicate to every aspect of your life.

YOUR FINANCIAL JOURNEY

Clear, refined and personalized. As you navigate life’s transitions, we’re here to ensure your assets are safeguarded, nurtured, and positioned for the future you envision.

Ready to explore your financial legacy?

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ABOUT

ALABAMA OFFICE

SOUTH CAROLINA OFFICE

VIRGINIA OFFICE

(888) 501-2607
121 South Main Street
Unit A
Gordonsville, VA 22942

Legal and Privacy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, member FINRA/SIPC. Hightower
Advisors, LLC is a SEC registered investment advisor. brokercheck.finra.org