Where is Gottfried & Somberg Wealth Management located?
Our office is located in the heart of Glastonbury at 340 Hebron Avenue, Glastonbury, CT 06033. We are proud to serve clients across Greater Hartford and throughout Connecticut, providing a professional and welcoming environment for in-person consultations. We also have satellite offices at 36-38 West Main Street, Unit 36B, Avon, CT 06001, and 15 Chesterfield Road, Suite 205, East Lyme, CT 06333
Are you an independent wealth management firm?
Yes. Gottfried & Somberg is an independent wealth management firm. Unlike traditional banks or large brokerage houses, our independence allows us to provide thoughtful, client-focused guidance. We operate in a fiduciary capacity when managing assets, meaning our recommendations are centered on your best interests.
What areas of Connecticut do you serve?
While our main physical office is in Glastonbury, we work with high-net-worth individuals, families, and business owners across the entire state of Connecticut, including West Hartford, Avon, Farmington, and the shoreline, as well as clients nationwide. We also hold in-person meetings by appointment only in our Avon and East Lyme offices.
What services do you offer for high-net-worth individuals in Glastonbury?
We provide a comprehensive suite of financial services designed for complex wealth needs. This includes proactive investment management, tax-efficient strategies, retirement income planning, estate and legacy planning, and insurance analysis. Our goal is to provide clarity and structure to every aspect of your financial life.
Do you offer financial planning for business owners and executives?
Yes. We have a deep focus on the unique challenges faced by Connecticut business owners and executives. From managing concentrated stock positions to succession planning and coordinating business assets with personal wealth, we help simplify the complexities of high-level financial management.
How do you handle tax and estate planning?
Our team takes a collaborative approach to tax and estate planning. We focus on sophisticated strategies to help protect your legacy and minimize tax liabilities. We often coordinate directly with your existing CPA or attorney—many of whom are located right here in our building—to ensure your entire financial strategy is unified and efficient.
What is your approach to investment management?
Our investment philosophy is rooted in consistency and long-term vision. We move beyond simple "buy and hold" strategies, utilizing a disciplined process to navigate market volatility. Every advisor on our team is personally mentored by our seasoned leadership, ensuring a high standard and a focus on your specific risk-reward objectives.
How often will I hear from my advisor?
We believe in proactive connection. You are not just matched with one advisor, but with a dedicated team. We reach out frequently to stay engaged with your changing life circumstances, ensuring your financial plan evolves as your goals do.
What makes Gottfried & Somberg different from other financial advisors in Greater Hartford?
Our difference lies in our commitment to empathy, clarity, and community. With over 25 years of history in Glastonbury, we combine the resources of a national-scale firm with the personal touch of a boutique local practice. Our deep experience and collaborative team structure allow us to assist clients through every stage of their financial journey, from their first paycheck to the final chapters of retirement
