Founded in 2009, Somerset Wealth Strategies, LLC is a Michigan-based, independent financial advisory firm. As a fiduciary, the company is legally and ethically bound to act in its clients' best interests. It specializes in creating personalized financial plans and investment strategies for high-net-worth individuals, families, and corporate retirement plans, focusing on long-term wealth preservation and growth. Their services encompass retirement planning, investment management, estate planning, and risk management.

Founded in

United States