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Since 1993, we have specialized in furthering the dreams and visions of our clients by helping them make smart decisions about their money, their investments, and their pensions. For you, this means helping preserve and target your assets, so your wealth will be there for you throughout your life and the lives of your loved ones.

Please tour our website, give us a call, or come in for a visit. We will welcome you, give you straightforward answers to your questions, and do all we can to help you and your family in the choices you face.

Gottfried & Somberg Wealth Management, LLC, is wholly independent and not affiliated with any bank, insurance company, mutual fund family, or retail brokerage company.

We appreciate your interest and sincerely look forward to helping you.

Business Owners & Executives

Are you a business owner or executive working so many hours that it leaves little time for your personal financial planning?

Are you looking for a CFO for your personal financial plan?

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Serious Investors

Do you take managing your own portfolio very seriously? 

Are you interested in having an advisor work collaboratively with you to assist and partner with you in your portfolio management?

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Educators

Do you need help planning retirement from your career in education?

Do you need to understand your retiree pension and health insurance options?
 

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People in Transition

Are you contemplating retirement?

Have you recently lost a loved one, or experienced a divorce?

 

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