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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.
Company Details
- Employees
- 26
- Founded
- -
- Address
- 340 Hebron Avenue, Glastonbury,connecticut 06033,united States
- Industry
- Financial Services
- Keywords
- Glastonbury.
- HQ
- Glastonbury, Connecticut
Gottfried & Somberg Wealth Management Questions
Gottfried & Somberg Wealth Management's website is https://www.gottfriedsomberg.com/
Gottfried & Somberg Wealth Management's LinkedIn profile is https://www.linkedin.com/company/gswm
Gottfried & Somberg Wealth Management has
26 employees.
View email and phone details for 26
employees at Gottfried & Somberg Wealth Management.
Gottfried & Somberg Wealth Management's industry is
Financial Services
Gottfried & Somberg Wealth Management's top competitors are
The Hartford,
Moneco Advisors,
Ruggie Wealth Management,
Connecticut Wealth Management, Llc,
Pension & Wealth Management Advisors,
Barnum Financial Group,
Flagship Harbor Advisors,
Jennison Associates,
Johnson Brunetti,
Apella Wealth.
Gottfried & Somberg Wealth Management's categories are Financial Services
Gottfried & Somberg Wealth Management's founding year is 1999
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Top Gottfried & Somberg Wealth Management Employees
-
-
Nicholas Hogrefe, CFA
Cfa®, Cfp®Senior Investment Analyst
Glastonbury, Connecticut, United States, United States2uconn.edu, gottfriedsomberg.com -
-
Celia Peterson
Chief Operating Officer & Chief…
Greater Hartford, United States2aetna.com, aetna.com
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