James Newman, CFA, CFP® Joins Gottfried & Somberg Wealth Management, LLC
Glastonbury, CT - James Newman, a CFA® Charterholder and a CFP® Practitioner, has joined Gottfried & Somberg Wealth Management, LLC of Glastonbury, CT as a Wealth Advisor. Jim brings 20 years of investment management experience to our team. Jim was founder and president of Peak Point Capital Management, LLC which merged with Gottfried & Somberg Wealth Management, LLC in December 2018.
Jim brings a strong knowledge of investment guidance and retirement income planning to help clients with current and future goals.
“Jim brings a wealth of knowledge and experience to our firm. He is a great addition to our team and will be of great benefit to our existing and future clients. He helps us towards our goal of making Gottfried & Somberg Wealth Management Connecticut’s most comprehensive independent wealth management firm”, said Joshua Gottfried, Co-Founder and Principal at Gottfried & Somberg Wealth Management, LLC.
About Gottfried & Somberg Wealth Management, LLC
Gottfried & Somberg Wealth Management, LLC has been providing individuals and organizations with financial guidance since 1999. Located at 340 Hebron Avenue, Glastonbury, CT 06033, the advisors of Gottfried & Somberg Wealth Management, LLC pride themselves on crafting unique strategies for each client. For more information, please visit www.gottfriedsomberg.com.
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