It starts with a conversation

 

Every client of Somers Private Wealth starts off with the same investment – one hour of their time.

In that hour, we ask questions. What is your past investment experience? What keeps you up at night? Tell us about your business or family, and the future you envision for them all. Understanding you completely is a critical first step to what we do: simplifying your financial life, managing every dollar you’ve earned like we would our own, and drawing on the know-how of our team and partners to save you money throughout your life.

Meet the team

Read about Brendan and Charlene – the devoted custodians of your financial well-being.

Think outside the portfolio

We take a big-picture approach. Let’s review your total financial life and find out how we can achieve more.

Meet our partners

Investments, Wills, and tax strategies, work better when coordinated. Meet our extended team of wealth specialists.

Get financial advice you can wrap your head around

Get financial advice you can wrap your head around

 
One hour is all it takes. Contact us today to learn more or schedule a time to review your financial picture.