Somerset Advisory at Hightower

Somerset Advisory at Hightower

金融服务

Birmingham，Alabama 366 位关注者

Women-run wealth advisory firm. Offices in SC, VA + AL. Specializing in complex financial planning and asset allocation.

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关于我们

As a boutique fiduciary, Somerset Advisory is dedicated to your complete success. To us, this means understanding who you are, what type of life you are seeking to create, and then aligning every aspect of your financial world towards that vision. For some families, this looks like a specific retirement age. For others, it is the confidence to pursue a lifestyle passion knowing that you are not jeopardizing your future. Others may face specific restraints such as a family member with special needs or a family business that has an outsized impact on your net worth and needs careful planning. For some people it is simply finding their financial voice. We love to help. In light of your goals, we build a living financial plan and design a custom portfolio for you. Our desire is to build a relationship with you that will last many seasons. As we begin to understand you better, we are able to pair our planning and investing techniques with your objectives. This is as much of an art as it is a science. We are required and committed to putting your interests above and before our own. You will often hear us say that “we are paid to tell the truth.” Providing you with clear advice and guidance is a core value. Our three offices are located in Birmingham, AL, Beaufort, SC, and Charlottesville, VA. In addition, we are often on video meetings with clients across the country and are happy to travel to you in-person when appropriate. As a fee-only advisory firm we do not receive a sales commission or incentive on any investment we recommend. We do charge a flat fee on assets under management. To learn more, please request a copy of our pricing guide. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.

网站
https://somersetadvisory.com
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

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