Joshua Gottfried CFP® and Matthew Somberg AIF® of Gottfried & Somberg Wealth Management, LLC Honored in Forbes’ Best-in-State Wealth Advisors List
Glastonbury, CT (February 20, 2019)—Gottfried & Somberg Wealth Management, LLC, an independent investment and financial services firm in Glastonbury, CT, today announces 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 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Over the past twenty years, Josh and Matt have provided sophisticated wealth planning and investment management strategies to small institutions and affluent clientele, including physicians, business owners, educators, and serious investors.
Wayne Bloom, CEO of Commonwealth Financial Network®, Gottfried & Somberg’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Josh and Matt on this well-deserved recognition by Forbes. It is wonderful to see client-centric, independent advisors who are devoted to providing expert financial planning represented on this list. We appreciate the value Josh and Matt bring to our industry and our community, and we remain committed to providing the infrastructure and support Gottfried & Somberg’s thriving practice demands.”
“Forbes Magazine is a brand that all investors respect. To be named to the Best-in-State Wealth Advisors list is a tremendous honor for Josh and me and all the advisors at our firm. It’s a reflection of the terrific team we have at the office as well as great clients that we really enjoy working for.”
The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 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, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
Gottfried & Somberg Wealth Management, LLC, has been providing individuals and organizations with financial guidance since 1999. Located at 340 Hebron Avenue, Glastonbury, CT 06033, Gottfried & Somberg Wealth Management, LLC prides itself on crafting unique strategies for each client. 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. Fixed insurance products and services offered through CES Insurance Agency or Gottfried & Somberg Wealth Management, LLC
1This 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.
2Portfolio 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.