Planning for Every Stage of Wealth

From building wealth to preserving it for future generations, our teams provide guidance designed around your goals, priorities, and long-term financial needs.

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Wealth Planning Looks Different for Everyone

Your financial goals are personal. Somerset Trust Wealth Management brings together experienced teams, thoughtful guidance, and a range of services to help you plan, invest, protect, and prepare for the future.

Trust & Estate Planning

Plan for what matters most with trust services, estate support, and guidance designed to help protect your wishes and support future generations.

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Retirement Planning

Prepare for life after work with a thoughtful strategy built around your goals, lifestyle, income needs, and long-term priorities.

Investment Management

Receive professional portfolio oversight and investment management designed around your goals, time horizon, and comfort with risk.

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Investment Products & Services

Explore investment accounts, education savings options, mutual funds, managed portfolios, and other solutions through STC Advisors and LPL Financial.

Insurance Products

Evaluate insurance solutions that may help support your family, financial goals, business needs, and broader planning strategy.

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Retirement Income Solutions

Create a strategy for turning retirement savings into income designed to support your lifestyle and long-term needs.

Personal Guidance for Long-Term Goals

Wealth management is personal. Our teams take time to understand your goals, explain your options, and help you make thoughtful decisions for the future.

Experienced, Local Teams

Work with professionals who understand your goals, your community, and the importance of long-term relationships.

Coordinated Support

Access trust, investment, retirement, brokerage, and insurance guidance through Somerset Trust Wealth Management.

Clear Conversations

We explain options in plain language so you can make informed decisions with more confidence.

Long-Term Perspective

Your needs may change over time, and our teams are here to support you through each stage.

Wealth Management FAQs

Wealth management can include different services depending on your goals, needs, and stage of life. These answers can help you understand where to start.

Wealth management brings together planning, investment, trust, retirement, and insurance-related services to help individuals and families make informed decisions about their financial future.

Trust & Investment Management provides fiduciary investment management, trust administration, and estate-related services. STC Advisors provides brokerage, investment, retirement, and insurance guidance through LPL Financial.

Start with your goals. If you need trust, estate, or fiduciary investment support, Trust & Investment Management may fit. If you need brokerage, insurance, or retirement income guidance, STC Advisors may fit.

The first step is a conversation. Somerset Trust can help connect you with the right Wealth Management professional based on your needs.

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Let’s Move Forward, Together

Open an account, explore your options, or receive personalized guidance from a local expert.

Get Started

Non-deposit, investment products offered by the Trust Department are NOT FDIC Insured*, are NOT Guaranteed by the Bank*, are NOT Bank Deposits or Obligations*, and May Lose Value.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRAA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Somerset Trust Company and STC Advisors are not registered as a broker/dealer or financial advisor. Registered representatives of LPL offer products and services using STC Advisors, and may also be employees of Somerset Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of, Somerset Trust Company or STC Advisors.
Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value