Joshua Gottfried, CFP® and Matthew Somberg, AIF®of Gottfried & Somberg Wealth Management, LLC Honored in Forbes’ Best-in-State Wealth Advisors List for 2022
Glastonbury, CT (April 8, 2022)—Gottfried & Somberg Wealth Management, LLC, an independent investment and financial services firm in Glastonbury, CT, announced that its Co-Founders and Principals, Joshua Gottfried, CFP® and Matthew Somberg, AIF®, have been named to Forbes’ Best-in-State Wealth Advisors list for 2022. The list is published on Forbes.
According to Forbes’, a leading financial publication, the ranking reflects the top advisors across the country with a minimum of seven years’ experience and is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The professionals on the Forbes/Shook 2022 Best-In-State Wealth Advisors list have a proven record of guiding their clients through volatile markets.
“We are pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to serving our clients,” said Joshua Gottfried, Co-Founder and Principal. “We are grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.”
Gottfried & Somberg Wealth Management, LLC, has been providing individuals and organizations with financial guidance since 1999. We pride ourselves on crafting customized strategies for each client. Located at 340 Hebron Avenue, Glastonbury, CT 06033 with offices in Avon, CT 06001 and East Lyme, CT 06333. For more information, please visit www.GottfriedSomberg.com.
Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC. A Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Gottfried & Somberg Wealth Management, LLC
Data provided by SHOOK® Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here https://www.shookresearch.com/