Somerset Wealth Strategies

Somerset Wealth Strategies is a financial planner in Portland, OR, located at 4600 S Kelly Ave. The firm provides retirement planning, wealth management, and income-focused strategies to individuals and families. It offers in-person guidance at its Portland office and virtual meetings for clients nationwide. The firm holds a 5.00 rating based on customer reviews. Thomas B. Hamlin founded Somerset Wealth Strategies in 1997. He has more than 35 years of experience in retirement planning, wealth management, and income-focused strategies. Hamlin is the founder and CEO of the Somerset Family of Companies. The firm’s approach is shaped by Hamlin’s family heritage in Somerset County, England, and his father’s journey from humble beginnings to building a life and business in America. The Hamlin family crest serves as the firm’s logo. The firm helps pre-retirees and retirees achieve peace of mind through financial independence. Services include investment management, asset protection, life insurance, annuities, estate planning, trust services, tax planning, inflation hedging, and long-term care planning. The firm assists business owners with transitions, helps structure charitable contributions, and focuses on downside protection to preserve wealth against market volatility. The team coaches clients on lifestyle goals such as hobbies, healthy lifestyle choices, and time with loved ones. The firm rejects one-size-fits-all models, crafting custom plans based on specific situations, risk tolerance, and goals. The business is known for its positive rating from the customers who have reviewed it. This reflects the firm’s reputation for integrity, dedication, and client-first service. As an independent firm, it maintains a fiduciary-driven organization that integrates disciplined planning and robust supervision. Somerset Wealth Strategies brings its family-oriented approach and decades of experience to financial planning in Portland, helping local and national clients build lifelong security.

Somerset Wealth Strategies holds a Content Quality score of 100 out of 100 from BizScoreAI, meaning the website answers customer questions clearly so AI assistants can quote it directly. The firm also achieves an On-Page score of 91 out of 100, which helps search engines match the site to the specific searches customers make.

Services:

• Annuity Consulting
• Asset Protection Strategies
• Custom Retirement Plans
• Retirement Planning
• Risk Evaluation