JUNE 1, 2021 CLEARGUIDANCE FINANCIAL TO MERGE WITH GOTTFRIED & SOMBERG WEALTH MANAGEMENT
Glastonbury, CT (June 1, 2021)—Two Hartford area financial planning firms, ClearGuidance Financial, LLC and Gottfried & Somberg Wealth Management, LLC will be merging and operating under the Gottfried & Somberg Wealth Management, LLC name.
“It was essential to ClearGuidance Financial to affiliate with a robust team to support our clients throughout their lifetimes. Not only are Josh, Matt and their extended team the right people at the right time, but they also use Commonwealth Financial Network as their broker-dealer which will make the transition as seamless as possible for our clients.”
Gottfried & Somberg Wealth Management, LLC is located in Glastonbury at 340 Hebron Avenue in a new three-story office building that has recently been completed. The combined firm will work out of Glastonbury and maintain offices in Avon and East Lyme.
“The new combined entity will oversee client assets that exceed $1.4 Billion dollars. We are excited for the ClearGuidance team to deepen the bench of talent and diversity of our firm” said Matthew Somberg, Partner and Co-Founder.
Founded in 1999 by principals Joshua Gottfried & Matthew Somberg, Gottfried and Somberg Wealth Management is Glastonbury’s premier financial planning firm offering full service wealth management, including retirement planning, and institutional investment management. At the time of the merger, the firm employed 19 employees.
ClearGuidance Financial is a women owned business founded by Barbara Taylor and Terran Titus with decades of experience in financial planning. The Farmington-based company offers investment management, financial planning, and consulting for a variety of customers at all stages of their financial journey.
“Terran and Barbara’s team balances a deep knowledge of financial planning while treating each client like family. Combining our resources into one firm will allow us to expand our client focused approach to Wealth Management throughout a client’s lifetime.” said Joshua Gottfried, Partner and Co-Founder.
For more information, please contact Kathy Centola at Gottfried & Somberg 860-430-9104 x202 or visit www.gottfriedsomberg.com .
148 Eastern Boulevard, Suite 201, PO Box 776 │ Glastonbury, CT 06033 │ 860.430.9104 │ www.gottfriedsomberg.com
Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC. A Registered Investment Adviser.