In our experience, clients who most enjoy working with Somerset Advisory are those who have a high value for a boutique relational experience that provides:
Honest and candid advice and guidance
Active wealth management strategies
Complex planning techniques
In addition, there are several research-based client communities (shared below) who find particular benefit in working with us.
ATTORNEYS
As an attorney, you will likely appreciate our candor and truth telling. With many attorneys as clients, we have studied the legal industry at length and have found some specific strategies that are optimal for attorneys to pursue. Learn more
HIGH-CAPACITY GIVERS
A passion for giving is a common thread across many of our clients and is shared by our team. From establishing a family foundation to utilizing donor advised funds, you will find that charitable giving strategies are celebrated at Somerset.Learn more
ENTREPRENEURS & DEVELOPERS
If you are an entrepreneur or developer, you will find that we do not attempt to restrict your creativity. Rather, we help find new strategies or eliminate blindspots as you build wealth in your field of expertise.
WOMEN & FAMILIES
As a relationship driven and led firm, serving women and families well is a passion. Our clients often remark upon how comfortable they are working with Somerset. Speaking to the specific concerns and needs of women and families is a dedicated specialty.Learn more
RETIREES
The experience of planning for and then retiring from an active career is both exciting and overwhelming. As many of our clients have found, we take particular care and enjoyment in helping ensure you are able to fully enjoy your retirement.
FAMILIES WITH SPECIAL NEEDS
Caring for our loved ones well is a critical part of all financial plans, but the concerns for those with special needs adds a different dimension of complexity. If you are looking at taking care of a family member with special needs, please know that you are welcome here.
SOMERSET'S COMMITMENTS
ALWAYS RELATIONAL
We know relationships are inefficient, and we like them that way.
THOUGHTFULLY ORGANIC
We view planning and investing as a process that is living and dynamic - not a static or final product.
UNAPOLOGETICALLY ACTIVE
We run strategies in pursuit of alpha, but do not chase returns.
ACTUALLY COMPREHENSIVE
We deliver advice and guidance from strategy to implementation with ongoing support.
SOUTH CAROLINA OFFICE
VIRGINIA OFFICE
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
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