Gottfried & Somberg Wealth Management

Gottfried & Somberg Wealth Management is a financial planner in Glastonbury, CT, located at 340 Hebron Ave. It holds a rating of 4.00 based on 4 reviews. Serving clients for over 25 years, the firm offers private wealth management, financial planning, and investment planning. The team supports high net worth individuals, business owners, executives, and people in transition, such as those facing marriage, divorce, retirement, or career changes. Services include managing retirement income, generational opportunities, and business-related financial complexities. Advisors are personally trained by seasoned leadership to ensure consistency through collaborative teamwork. The firm emphasizes straightforward communication and a transparent compensation model designed to reduce potential conflicts of interest. The team includes co-founders Joshua Gottfried, CFP®, AIF®, and Matthew Somberg, AIF®, CLTC®, along with Celia Peterson, Chief Operating Officer and Chief Strategy Officer, and Monica Page, Chief Administrative Officer. Wealth advisors include Jacob Alonzo, Steve Draczynski, AIF®, Kathleen Erickson, RICP®, Michael Hannon, CFP®, Dan Heffernan, AIF®, RICP®, James Newman, CFA, CFP®, Ryan Olschefskie, AIF®, RICP®, and Magdalena Szarejko. Portfolio management is led by Nicholas Hogrefe, CFA, CFP®, and David Mitchell, CFA®, with Matthew Minese, CFA, serving as Senior Investment Research Analyst. Joe Gioielli, CPA, MSAM, manages the Private Client Tax Practice, supported by associate analysts Jason Villano and Madison Kolb. Relationship management is handled by Sedina Dedovic, Director of Administration, and private wealth relationship managers Alicia Karsky, Collin Sayler, Rob Danner, and Emily Plucienik. The firm maintains offices in Glastonbury at 340 Hebron Avenue, open Monday through Friday from 8:30 AM to 5:00 PM, and in Avon at 41 East Main Street. An appointment-only office is located in East Lyme at 15 Chesterfield Road, Suite 205. The firm can be reached at 860-430-9104. Gottfried & Somberg Wealth Management is known for its positive customer rating and dedicated approach to helping clients achieve their financial goals in Glastonbury, CT.

The firm is situated on Hebron Avenue, just a short walk from the main thoroughfare and the Rouse Open Space nature preserve.

BizScoreAI gives Gottfried & Somberg Wealth Management a Technical score of 89 out of 100, ensuring the site is secure and readable by search engines. The business also earns a Discoverability score of 75 out of 100 for AI Visibility, allowing crawlers to access every page so AI assistants can recommend the firm.