Joshua Gottfried CFP® and Matthew Somberg AIF® of Gottfried & Somberg Wealth Management, LLC in Forbes’ Best-in-State Wealth Advisor
Glastonbury, CT (January 22, 2020) - 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 2020. The list was published on Forbes.com, and a condensed listing will be available in the February 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-earned recognition by Forbes. Josh and Matt are committed to providing expert guidance and essential support to their clients, and we are proud to provide Gottfried & Somberg’s with the business solutions they need to power their practice.”
“To be named as a top Wealth advisor by Forbes is an honor for Matt and myself. It’s a testament to the service and knowledge of our team of wealth advisors. We look forward to continued growth.”
The 2020 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, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
About Gottfried & Somberg Wealth Management, LLC
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. We have begun our office construction project at 340 Hebron Avenue and have moved to our temporary location at 148 Eastern Boulevard, Suite 201. We anticipate returning to our new three-story office building at 340 Hebron Avenue in the spring of 2021. 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.
1 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.
2 Portfolio 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.