Somerset Wealth Strategies Revenue

Financial Services • Portland, Oregon, United States • 11-20 Employees

Somerset Wealth Strategies revenue & valuation

Annual revenue	$1,587,162
Revenue per employee	$133,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,100,000
Total funding	No funding

Key Contacts at Somerset Wealth Strategies

Thomas Hamlin

Owner

Thomas Hamlin

Ceo And Founder

Company overview

Headquarters	4600 S.W. Kelly Avenue, Portland, OR 97239, US
Phone number	+15035951333
Website	somersetwealthstrategies.com
NAICS	52
SIC	628
Keywords	Disability, Trust Services, Tax Strategies, Wealth Transfer & Legacy Planning, Secondary Market Annuities, Customized Financial Strategies, Guaranteed Retirement Protection, High Net Worth Strategies, Managed Money Ria Services, Net Income Return Optimization
Founded	1997
Employees	11-20
Socials

Somerset Wealth Strategies Email Formats

Somerset Wealth Strategies uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@somersetws.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@somersetws.com	100%

About Somerset Wealth Strategies

Your goals are the driving force behind the financial guidance we offer. As independent advisors, we select the products and strategies that are right for you. Our recommendations are designed to reduce your risk to maximize your returns. Our thorough process ensures that your plan is customized to meet your specific needs and goals. Our philosophy is simple, though it's a radical departure from most financial planning: Reduce Risk to Maximize Returns Secure Downside Protection For Our Client's Money Use Insurances, Rather than Simply Promising Assurances Only Create & Recommend "Relative" Plans We cannot continue doing business the way most advisors have in the past, e.g. taking significant risks without adequate protection. We further understand that investors cannot afford another 10-year period like the last -- and that’s exactly why we'll keep doing things exactly as we have for the past 20 years. We'll continue to create plans designed to protect our clients, knowing they do not have the time, energy, or money to remake what they’ve lost. They need to be protected while at the same time stay ahead of inflation and enjoy their retirement through financial independence.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Somerset Wealth Strategies has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Somerset Wealth Strategies has never raised funding before.

Somerset Wealth Strategies Tech Stack

Discover the technologies and tools that power Somerset Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Wistia

Video players

Issuu

Miscellaneous

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Akismet

WordPress plugins

Frequently asked questions

Somerset Wealth Strategies is located in Portland, Oregon, US.

You can reach Somerset Wealth Strategies at +15035951333.

Somerset Wealth Strategies generates an estimated annual revenue of $1,587,162. This revenue figure reflects the company's market position and business performance in its industry.

Somerset Wealth Strategies has an estimated valuation of $5,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Somerset Wealth Strategies was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

Somerset Wealth Strategies has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Somerset Wealth Strategies

Thomas Hamlin

Owner

Thomas Hamlin

Ceo And Founder

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