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We take pride in making your wealth feel simple and helping you sleep soundly at night. Working with your goals, hopes, and concerns, we’ll show you just what your money can do.
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.
Read about Brendan, Don, Charlene, and Karen – the devoted custodians of your financial well-being.
We take a big-picture approach. Let’s review your total financial life and find out how we can achieve more.
Investments, Wills, and tax strategies, work better when coordinated. Meet our extended team of wealth specialists.
We love making complex concepts feel simple. Browse our library of videos on financial topics our clients value most.
