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Somerset Wealth Strategies

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your goals are the driving force behind the financial guidance we offer. as independent advisors, we select the products and strategies that are right for you. our recommendations are designed to reduce your risk to maximize your returns. our thorough process ensures that your plan is customized to meet your specific needs and goals. our philosophy is simple, though it's a radical departure from most financial planning: reduce risk to maximize returns secure downside protection for our client's money use insurances, rather than simply promising assurances only create & recommend "relative" plans we cannot continue doing business the way most advisors have in the past, e.g. taking significant risks without adequate protection. we further understand that investors cannot afford another 10-year period like the last -- and that’s exactly why we'll keep doing things exactly as we have for the past 20 years. we'll continue to create plans designed to protect our clients,

Headquarters:
4600 South West Kelly Avenue, Portland, Oregon, United States, 97239
Industry:
Financial Services
Founded:
1997
Employees:
6
Annual Revenue:
-

Type: Private
Ticker: -
United States 6
High Net Worth StrategiesNet Income Return OptimizationCustomized Financial StrategiesTax StrategiesGuaranteed Retirement ProtectionDisabilitySecondary Market AnnuitiesWealth Transfer & Legacy PlanningManaged Money Ria ServicesTrust Services
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Somerset Wealth Strategies

Let us help answer the most common questions you might have.

Where is Somerset Wealth Strategies located?

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Somerset Wealth Strategies' headquarters is located at 4600 South West Kelly Avenue, Portland, Oregon, United States, 97239

What is Somerset Wealth Strategies' official website?

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Somerset Wealth Strategies' official website is somersetwealthstrategies.com

What is Somerset Wealth Strategies' SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Somerset Wealth Strategies' NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Somerset Wealth Strategies have?

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Somerset Wealth Strategies has 6 employees

What industry does Somerset Wealth Strategies belong to?

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Somerset Wealth Strategies is in the industry of: Financial Services

What are Somerset Wealth Strategies' social media links?

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Somerset Wealth Strategies Facebook page
Somerset Wealth Strategies Twitter page
Somerset Wealth Strategies Linkedin page

Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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