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Feel confident about your financial future.

Somerset Group is a comprehensive wealth management firm serving  individuals and families in all stages of wealth accumulation and preservation.

 

 We provide risk-managed returns through individualized portfolios. 

Protecting and growing your wealth for generations to come.  

Client Relationship Summary

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The Somerset Team

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  • Investment advice 

  • Portfolio management

  • Financial planning

  • Debt reduction

  • Employee benefit aid

  • Life insurance guidance

  • Retirement planning

  • Post-retirement planning

  • Tax strategies

Our Services

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Contact Us

MINNESOTA

15600 Wayzata Blvd

Suite 304

Wayzata, MN 55391

Phone: 952-681-7254

 

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FLORIDA

375 Park Ave, Suite 1

PO Box 551

Boca Grande, FL 33921

Phone: 941-964-2434

 

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