We work with families who are interested in wealth creation and preservation by providing them with a real financial plan that includes insurance, investment, and tax strategies. Our team looks at all aspects that impact your finances; giving families security now and in the future.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Jeff Somers & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.
The value of the role that insurance plays in life has increased for many people. We can help you develop a well-constructed insurance plan, that will benefit your current financial situation and help reduce the chances of future financial challenges.
You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. We can help you navigate the key decisions to help you achieve your goals.
After receiving some unexpected income, Jeff and the team at Jeff Somers & Associates Private Wealth Management were able to guide me through all of my options and helped me to reduce my tax bill to less than half of what I had even hoped for. They continue to help me through my situation and are always helpful, knowledgeable and most importantly friendly, no matter what my questions are!
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
Make the most of your wealth today, without compromising your family’s financial future.
Our Chief Investment Strategist Philip Petursson discusses economic growth, equity market returns and inflation in his 2022 Market Outlook.
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
