Our Leadership

Our Process


Joshua Gottfried, CFP®, AIF®

Co-Founder and Principal


Joshua Gottfried, CFP®, AIF®, is a founder and principal of Gottfried & Somberg Wealth Management, an independent investment and financial services firm.


Josh helps affluent clients transition into retirement. While helping clients over the past 20 years, he has earned advanced credentials to further his expertise and holds the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Investment Fiduciary designation.


Throughout his career, his insights about investing and retirement planning have been published and quoted in The New York Times, Morningstar, Financial Planning Magazine, Investment Advisor Magazine, and other industry publications. He is currently pursuing an MBA in Asset Management at Yale.


Josh lives in the west end of Hartford with his wife and three children. He is an avid outdoorsman and reader of 19th- and 20th-century history.


Before co-founding GSWM, Josh graduated from Muhlenberg College and The Loomis Chaffee School.


Josh has been recognized by a number of organizations over the past 20 years, most recently:


Honored by Forbes as an advisor for the fifth year in a row on the 2023 Forbes’ Best-in-State Wealth Advisors List. This award created by SHOOK Research and presented in April 2023 is based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.


2023 Five Star Wealth Manager - Joshua Gottfried - Cofounder and Principal


2012-2023 Five Star Professional Wealth Manager Award,  created by Five Star Professional. The 2023 award was presented in on November 2023 based on data gathered within 12 preceding the issue date. 3,564 Connecticut -area advisors were considered, 313 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.


Chairman's Level Commonwealth


Josh is proud to have been recognized as a Commonwealth Chairman's Level advisor for 2023—a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.


CFP - Certified Financial Planner


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Our History

Matthew Somberg, AIF®, CLTC

Co-Founder and Principal


Ranked by Barron's as one of the Top 100 Independent Advisors* in the country, Matthew Somberg is co-founder and Principal of Gottfried & Somberg Wealth Management, LLC, an independent investment and financial services firm that provides sophisticated wealth planning and investment management strategies to individuals and small institutions.

Since 2000, Matthew has worked with a wide variety of affluent clientele and their families, including physicians, business owners, educators, and serious investors.


Matthew divides his professional time between taking care of a small group of clients, working closely with his clients' estate planning attorneys and accountants, and leading a team of advisors within the firm.


Matthew holds the Accredited Investment Fiduciary® (AIF®) designation. He maintains client relationships and registrations to practice and serve clients in many states throughout the country.


Education:

Matthew is an honors graduate of Brandeis University, with degrees in both economics and history. He is a member of the Phi Alpha Theta National Honor Society, and his writings on the effects of the North American Free Trade Agreement have been published.


Community Service:

  • Board Member of the Connecticut Children’s Foundation
  • Chair of the Investment Committee of Connecticut Children’s Foundation
  • Former Treasurer and Board Member of Kol Haverim Synagogue
  • Finance Officer Connecticut River Valley YPO Chapter


Personal:
He is a devoted husband to his wife, Amy, and father to his three kids, Ella, Eli, and Cooper. They reside in South Glastonbury, CT.
He is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer and Registered Investment Adviser.


In 2023 Matthew was honored by Forbes as an advisor for the sixth year in a row on the Forbes’ Best-in-State Wealth Advisors list for 2023.


2018-2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. The 2023 award was presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 Advisors were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.


2023 - Five Star Wealth Manager - Matthew Somberg - Co-Founder and Principal


*2023 Barron's Top 100 Independent Advisors, created by Barron's. Presented in Sept 2023 based on data gathered from June 2022 to June 2023. 476 advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your exerpeience may vary. Click here for most recent award information.



2024 Barron's Top 1200 Advisors, created by Barron's. Presented in March 2024 based on data gathered from Sept 2022 to Sept 2023. 6,505 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm.



2012-2023 Five Star Professional Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in on November 2023 based on data gathered within 12 preceding the issue date. 3,564 Connecticut -area advisors were considered, 313 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.



2016-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in Oct 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.


Chairman's Level Commonwealth


Matthew Somberg is proud to have been recognized as a Commonwealth Chairman's Level advisor for 2023 (2010-2023)—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.


Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.


Experience the power of a collaborative team.

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