Never been so happy for someone! #car #somerset #goodwithmoney #wealth #invest #money #finance #somersetadvisory #porsche #cars
Somerset Advisory at Hightower
金融服务
Birmingham,Alabama 383 位关注者
Women-run wealth advisory firm. Offices in SC, VA + AL. Specializing in complex financial planning and asset allocation.
关于我们
- 网站
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https://somersetadvisory.com
Somerset Advisory at Hightower的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Birmingham,Alabama
- 类型
- 私人持股
- 创立
- 2018
- 领域
- women、attorneys、philanthropists、financial planning、fiduciary、wealth management、investment management、markets、consulting、financial advice、cash flow、business exit strategies、special needs、families和entrepreneurs
地点
Somerset Advisory at Hightower员工
动态
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Emily shares her wisdom on how Somerset approaches and helps female business owners, as well as common characteristics among them. ?? #women #womeninbusiness #businessowner #somerset #money #family #invest #somersetadvisory #smallbusiness #wealth
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What should you do if your children inherit money? This is a great opportunity for family discussions surrounding money and aligning family values. #money #wealth #somerset #trust #inheritance #finance #invest #economy #family #somersetadvisory #financialadvisor
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If you are thinking about selling, merging, or expanding your business, a business valuation is essential. It is a complex process that requires the valuator to consider many internal and external factors that affect how much the business is worth. Preparing for a business valuation can make the process less overwhelming. Here are some items to understand going into the valuation process and what you should expect when working on this with a CPA. #business #businessowner #wealth #invest #finance #money #valuation #somerset #somersetadvisory #cpa #accountant #smallbusiness
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What exactly does a “shrinking financial world” mean? #somerset #somersetadvisory #finance #economy #invest #us #markets #wealth #money #financialadvisor
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It was a quick 48 hours but worth every minute to attend the Hightower Advisors Women & Wealth conference. These are special (now) friendships that we will carry with us always. We learned about moving from comfort to our “growth” zone, leaving things better than where you find them, and learning from great people so we can bring our greatest to our clients everyday. Beverly Hills, we didn’t get much free time but we will take what you give which is absolutely beautiful. @themaybournebh #hightower #wealth #womenandwellth #somerset #womeninfinance #finance #invest #market #stocks #money #women #la #california
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When Lauren started her journey as a financial advisor, she learned firsthand how important it is to advocate for yourself — and to find an advisor who truly listens. One of her first clients? A 90-year-old woman who specifically wanted a female advisor. Why? Because representation and trust matter! Here are tips for finding an advisor: 1. Interview multiple advisors — you don’t owe anyone your business. 2. Walk away from anyone who pressures you into decisions. 3. Choose a fiduciary advisor who puts your interests first. #finance #invest #woman #women #somerset #representation #wealth #invest #femalefinancialadvisor #somersetadvisory
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Many parents start teaching their children about money at a young age. Topics like budgeting, learning how to save, investing, and establishing good spending habits are all common conversations that parents have with their children. However, understanding what taxes are and how they are paid is often a topic that is left out of the conversation. To help guide you in starting these conversations with your children, here are some common questions that they may have about taxes and how to answer them. #taxes #tax #somerset #2025 #kids #children #nextgen #finance #invest #money #wealth #wealthmanagement #somersetadvisory
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