About Us

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Serving Your Needs for Over 25 Years

Our team walks beside you from the initial stages to the final chapters, dedicated to your lifelong well-being. We have the capacity to assist you whether you are well into retirement or on the cusp of your first paycheck. 

Our Process

Connection 

Think of us as your financial lifeline. This means reaching out proactively and frequently to stay engaged with you. 


Our History

Reassurance

We are here to help ease your retirement and financial worries from day one. 

Our Values

Consistency

Every advisor on our team is personally trained by our seasoned leadership, creating a foundation of excellence enhanced through the power of collaborative teamwork.

Our Process

Clarity Matters 

Count on us for straightforward communication and guidance as you clarify your own goals.


Our History

Empathy 

Your goals are our compass. Our compensation model is all about transparency, ensuring our top priority is serving you while we seek to reduce any potential conflicts of interest. 

Our Values

Education 

Our advisors are lifelong learners with over 15 certifications and designations combined, constantly pursuing education and focusing on what is happening next, not just now. 

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Our financial advisors are committed to being there for you throughout your lifetime.

We are here for our community, too.

At Gottfried & Somberg Wealth Management, we help people work toward their cherished goals and love doing it. Every day, there is yet another reward that keeps us coming back to work enthusiastically.

We also feel a strong need to give back to the community that has given us so much. We support the following charitable organizations and groups. It is our way of saying thanks.

Experience the power of a collaborative team.

Schedule a Call