February 11, 2021 Forbes' Best-In-State Wealth Advisors List

Joshua Gottfried, CFP® and Matthew Somberg, AIF® of Gottfried & Somberg Wealth Management, LLC
Honored in 
Forbes’ Best-in-State Wealth Advisors List for 2021

Glastonbury, CT (February 11, 2021)—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 2021. The list is published on Forbes.com.

According to Forbes’, a leading financial publication, the ranking reflects the top advisors across the country. List makers are determined based on a number of criteria including client retention, industry experience and compliance records1.

“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 Matthew Somberg, Co-Founder. “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 unique strategies for each client. Our office construction project at 340 Hebron Avenue is in progress and we have moved to our temporary location at 148 Eastern Boulevard, Suite 201.  We will be returning to our new three-story office building at 340 Hebron Avenue this spring.  For more information, please visit www.gottfriedsomberg.com or call 860-430-9104.

Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC. A Registered Investment Adviser.


1The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors2 list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology3 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.

2This 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. 

3Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.