A Vision for Integrated Wealth Leadership
In 2000, Joshua Gottfried and Matthew Somberg aimed to raise the standard for wealth management. After working within the traditional financial sector, they saw the need for an independent, client-focused firm that emphasizes collaboration.
What began as a shared vision in Glastonbury has evolved into a multi-billion-dollar firm. The journey from "zero to over two billion" in assets under management1 reflects a singular focus: putting the client’s long-term objectives at the center of every decision. By building a firm grounded in independence, Josh and Matt created a space where strategies are developed with a high level of transparency and a commitment to fiduciary standards when managing your assets.
Today, Gottfried & Somberg Wealth Management stands as a testament to the power of a team-based culture. Our growth is driven by the integration of diverse perspectives and a focus on sophisticated wealth leadership. We don't just manage portfolios; we lead a comprehensive, integrated wealth management process designed with a goal to provide clarity and stability for high-net-worth individuals and families.
1 as of 4/30/26
