Connect with Top-Rated Financial Planners in Boca Grande!

Founded in 2012, Somerset Group is an independent registered financial advisor that provides comprehensive wealth management services to individuals and families. Our team of experienced professionals offers individualized portfolio management, financial planning, and risk management strategies to help our clients achieve their financial goals. With offices in Minnesota and Florida, we serve our clients with a fiduciary approach, acting always in their best interest.

Supernova Consulting Group, LLC is a trusted partner in growing your financial planning practice. Our innovative Supernova Process provides a step-by-step approach to segmenting, organizing, and growing your business, aiming to improve the client experience worldwide. Our services include coaching programs, speaking engagements, and access to advanced learning libraries. Our team, led by Curtis and Rob, is dedicated to helping you achieve greater heights of performance and profitability.