With significant knowledge from our over 50 years of combined experience in private client wealth management, Somer D’Aversa Wealth Management was created to offer an optimized portfolio solution while continuing to deliver an exceptional level of service that clients deserve. We work closely with a select group of families, creating a customized financial & wealth management plan and building diversified portfolios that optimize returns while minimizing risk.
“Unsurpassed dedication & committed to helping our clients and their families achieve their financial visions and dreams - an uncompromising focus on growing your investments; protecting your loved ones and help secure yours & their future. We will work tirelessly for you and promise to make your personal financial goals our number one priority."
Why Somer D’Aversa Wealth Management
We offer a boutique service experience for high net worth families backed by the deep expertise and resources of BMO Financial Group.
- Combining Jeff Somer's expertise in portfolio management (CFA) and Lou D'Aversa's designation as a CFP® professional ensures a truly cohesive Integrated Wealth Management offering, collaborating your Financial & Estate Plan with your customized Investment Portfolio.
- A Clearly defined retirement & legacy planning strategy. We provide you with ongoing projections of your investments, and what actions if any need to be taken to ensure your retirement is on track and your loved ones are taken care of.
- Constructing customized and enhanced portfolios that evolve beyond a traditional long only approach with a focus on downside protection by incorporating a combination of active, passive, and alternative strategies such as market neutral and absolute return mandates.
- A Client Advisory Board. We believe that the best way to know what clients want is by asking them. In addition to asking each of our clients for their own feedback, we have a formal client advisory board that provides ongoing feedback and direction.
- Tax Efficient portfolio structure with a view to minimizing overall tax.
- Comprehensive estate and legacy planning, philanthropic giving, and insurance analysis.
- Accountability + Reliability + Trust = Your Family Wealth Management Office
Our Commitment to our Clients & Service Guarantee
- We are committed to fully understanding each of your goals and objectives and to helping you achieve them. Our ultimate goal is to alleviate any of your worries about investing and empower you to sleep well at night.
- The foundation of our relationship will be built on trust, mutual respect, and open and honest communication.
- We’re committed to providing an optimal client experience.
Backed by a 200-year legacy of trust, insight and thought leadership.
As your wealth team, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.