Somerset Wealth Strategies

Somerset Wealth Strategies is a financial planner in Portland, OR. The firm specializes in retirement income planning for individuals and families who are in or nearing retirement, with a focus on creating strategies that ensure retirement income lasts as long as the client does. With over 30 years of providing confidence through financial independence, the practice serves clients by helping them manage, mitigate, and transfer risk to meet individual needs and goals.

The company was founded in 1997 by Thomas B. Hamlin, who serves as the Founder and CEO. Hamlin brings more than 35 years of experience in retirement planning, wealth management, and income-focused strategies. He oversees a comprehensive securities platform that includes mutual funds, alternative investments, private placements, DST/1031 strategies, and variable annuities. The firm also offers fixed insurance solutions such as fixed and fixed index annuities and life insurance, alongside fee-based registered investment advisory services for fiduciary wealth management. The planning process begins by answering three core questions: who the client is, what they care about, and what they want to accomplish. This approach allows the team to work closely with other qualified professionals, such as estate attorneys and accountants, to create a custom plan centered around specific goals rather than using a generic template. A sound estate plan is considered fundamental to any well-designed financial plan, and the firm reviews existing wills and trusts to ensure they accurately reflect the client's financial objectives. Key areas of focus include tax-efficient strategies and asset protection strategies designed to maintain and grow assets while protecting them from downside market risk. The firm treats clients like family, recommending only financial strategies that would be suggested to their own families.

Somerset Wealth Strategies holds a rating of 5.00 based on customer reviews.

The firm’s long-standing focus on retirement income strategies and its fiduciary-driven approach to planning distinguish it within the financial planning category in Portland.

Services:

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