Gottfried & Somberg Wealth Management
Company

Gottfried & Somberg Wealth Management

Financial Services Glastonbury, Connecticut, United States 26 employees
Employees
26
Contacts
2
Emails
2

Gottfried & Somberg Wealth Management Overview

Headquarters
Glastonbury, Connecticut, United States
Industry
Financial Services
Employees
26
Founded
1999
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Gottfried & Somberg Wealth Management

Gottfried and Somberg Wealth Management has been helping clients pursue their financial dreams and visions. We provide comprehensive financial planning and wealth management services, exclusively servicing families with more than $1m in investable assets. Our team of experienced and qualified advisors works closely with each client to understand their unique financial goals and objectives. We then develop customized strategies to help them preserve and grow their wealth so they can live the life they want to live. We believe that everyone deserves to have the financial freedom to pursue their dreams. We're committed to providing our clients with the best possible advice and guidance. We're here to help you preserve and grow wealth, work towards your financial goals, and live your best life today and tomorrow. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA's Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Gottfried & Somberg Wealth Management Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage

Gottfried & Somberg Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Jim Newman, Cfa, Cfp® Wealth Manager, Gottfried & Somberg
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Nicholas Hogrefe, Cfa Cfa®, Cfp®senior Investment Analyst
Email
Celia Peterson Chief Operating Officer & Chief
Email

Employees by Management Level

Executive 1 profile
Manager 1 profile
Senior / Lead 1 profile

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