Investments & Wealth Management

Our Registered Investment Advisor, Somerset Wealth Strategies, allows us to provide you with comprehensive financial planning and wealth management advice. Achieving your goals for security and prosperity come more from how wisely you strive to protect, manage, and invest rather than how much you actually make. And that’s where we can help.

May, Bonee & Clark Financial Services offers you access to a wide range of retirement and education products, estate planning, and insurance planning.

Somerset Wealth Strategies makes recommendations based on your individual objectives. Our wealth management program for you is carried out on a fee based system; therefore our Financial Advisors’ recommendations are not based on commissions.