#United States #Financial Services #Portland #Advisors Excel #Somerset Wealth

Somerset Wealth Strategies Achieves Prestigious Recognition

In a remarkable achievement, Somerset Wealth Strategies, LLC has been awarded the Advisors Excel Hall of Fame Award, an honor recognizing outstanding excellence in the financial services industry. This prestigious accolade is given to a select group that exceeds $100 million in combined annuity and insurance premiums, underlining not only financial success but an unwavering commitment to impactful client service.

Headquartered in Portland, Oregon, Somerset Wealth Strategies is part of the esteemed Somerset family of financial firms. This award reflects the company’s alignment with Advisors Excel’s mission, emphasizing transformative service that enhances the financial well-being of clients across the nation. Advisors Excel, based in Topeka, Kansas, has cultivated a culture of excellence since its inception in 2005, selecting high-performing affiliates dedicated to elevating financial and retirement planning.

A Culture of Excellence and Client-Centric Philosophy

Somerset Wealth Strategies stands out in the competitive landscape of financial services, enveloping a philosophy that prioritizes client success while maintaining an active, altruistic approach to community enhancement. The company embodies core values of leadership, innovation, and philanthropy, aligning closely with Advisors Excel's commitment to client growth and societal improvement.

The organization thrives under the experienced guidance of founder Thomas Hamlin, who brings over 35 years of expertise in financial planning and annuities. His leadership, combined with the collective expertise of a seasoned team, ensures clients receive advanced solutions tailored to their needs. The firm's other senior members, including President Andrew Murdoch and Registered Representative Derek Stamos, contribute nearly a century of industry experience, further solidifying Somerset's reputation as a trusted partner for individuals seeking financial security.

Comprehensive and Integrated Services

What sets Somerset apart is its multi-faceted approach to financial solutions. The firm operates through various entities: Somerset Securities, Inc. manages securities transactions; Somerset Wealth Management, LLC offers fiduciary advisory services; and Somerset Wealth Strategies, LLC specializes in fixed products such as annuities and long-term care. This integrated structure enhances their capability to deliver robust financial solutions that surpass standard offerings in the market.

Moreover, the firm operates nationally, leveraging its digital platform, AnnuityFYI.com, to manage over $100 million annually in client premiums and investments. This scale equips Somerset to yield significant results while maintaining personalized attention to its clientele.

Commitment to Charitable Impact

Somerset’s deep-seated commitment to philanthropy significantly enhances its reputation within the community. Founder Thomas Hamlin is recognized for his substantial contributions to renowned charitable organizations, including Mercy Corps and St. Jude Children's Research Hospital. His vision for a retirement centered on altruism reflects the firm's underlying ethos and commitment to leaving a positive impact on the community, yet it also aims to empower individuals from all backgrounds, providing coaching and guidance to foster financial literacy and independence.

Somerset Wealth Strategies is not merely a financial firm; it’s a transformative ally in clients’ journeys towards achieving financial independence. President Andrew Murdoch articulates this sentiment well: "This Hall of Fame Award from Advisors Excel is a testament to our relentless dedication and expertise, solidifying our position as a premier choice for individuals seeking enduring financial security."

As Somerset Wealth Strategies continues its noble endeavors in the financial realm, the Hall of Fame recognition serves not just as a milestone but as an enduring commitment to excellence. By aiming to redefine retirement and wealth management, the firm stands poised for continued growth and impact, committed to a future where its clients thrive amidst a supportive financial landscape.