Somerset Wealth Management, LLC

Brian Hamlin is a financial advisor at Somerset Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked with various entities under the Somerset umbrella since 2022 and has contributed to AnnuityFYI.com, a marketing platform providing free annuity information. Hamlin also serves as managing member of LionCrest Financial, LLC, which supports contractual relations with Somerset Wealth Strategies. Somerset Wealth Management provides investment advisory services primarily to high-net-worth individuals and families, managing approximately $12.9 million across 59 client relationships. The firm employs a tactical allocation approach combining third-party managers and market indication programs to construct diversified portfolios tailored to client objectives and risk tolerance.

Thomas Hamlin is a financial advisor with Somerset Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Somerset Wealth Management since 2014 and is also involved in multiple related entities, including founding Somerset Wealth Strategies, an insurance agency specializing in fixed annuities and life insurance. Hamlin serves as CEO of Somerset Charitable, a non-501(c)(3) group that makes donations to various charities. Somerset Wealth Management provides investment advisory services primarily to high-net-worth individuals and families, managing approximately $12.9 million across about 59 client relationships. The firm employs a tactical allocation approach combining third-party managers and market indication programs, constructing portfolios that include mutual funds, ETFs, securities, annuities, and private placements.