Unlocking the Secrets to Financial Advisory Success: Gottfried & Sombergs Journey to $2B in AUM

December 18, 2023

In this insightful conversation with Steve Sanduski, Matthew Somberg, co-founder of Gottfried & Somberg Wealth Management, unveils the secrets behind their remarkable growth to nearly $2 billion in assets under management (AUM). Somberg recognized as one of Barron's top 100 independent advisors, shares his insight on various critical topics.

Whether you're a seasoned advisor or just starting your journey in the financial industry, Matthew Somberg's insights offer invaluable guidance on achieving remarkable success in wealth management.

Listen to this captivating podcast episode and gain the tools and strategies to scale your firm to new heights.

2022-2023 Barron's Top 100 Independent Advisors, created by Barron's. The 2023 award was presented in Sept 2023 from data gathered from June 2022 to June 2023. 514 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Please click here for the most recent award information.

$1.77 billion in AUM, as of 12/1/23.

​Click HERE to listen now!​