Gottfried & Somberg Wealth Management, LLC

Gottfried & Somberg Wealth Management, LLC Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, LA, MA, MD, ME, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Gottfried & Somberg Wealth Management
340 Hebron Avenue
Glastonbury, CT 06033
860.430.9104

As we approach Thanksgiving, we are reminded that our guiding principles drive our actions. For Gottfried & Somberg Weal...
11/25/2025

As we approach Thanksgiving, we are reminded that our guiding principles drive our actions. For Gottfried & Somberg Wealth Management, that means making a positive difference where we live and work, and giving back to the communities that shape us.

This past week, we honored that core value by continuing our annual tradition of volunteering with the House of Bread in Hartford.

We want to send a heartfelt thank you to our team members for taking time out of their busy schedules to serve. By helping provide a lifeline of food and support to neighbors facing economic hardship, you exemplify the true power of kindness.

Your commitment proves that we are dedicated to investing in what matters most: our community.

As we celebrate with our families this Thanksgiving, we hope to inspire a ripple effect of giving, big or small. To learn more about the vital work House of Bread does for our community, please visit www.hobread.org.

Wishing you and your loved ones a very Happy Thanksgiving!

A fantastic week of learning and networking for Michael Hannon, CFP®, MBA, Magda Szarejko, and Jacob Alonzo at the Commo...
10/28/2025

A fantastic week of learning and networking for Michael Hannon, CFP®, MBA, Magda Szarejko, and Jacob Alonzo at the Commonwealth Financial Network National Conference.

We believe that true professional excellence comes from seeking new perspectives, challenging our assumptions, and bringing actionable insights back to our team and clients.

It was an honor for them to connect with visionary leader Joseph Deitch, Chairman of Commonwealth Financial Network. His work in setting the standard for quality and community in the industry serves as an inspiration for how we approach our firm every day.

Gottfried & Somberg Wealth Management is ready to put these fresh insights to work!

A Day on the Green for a Great CauseThe GSWM team had a great time at the Enfield Safe Harbor for the Homeless golf tour...
08/28/2025

A Day on the Green for a Great Cause

The GSWM team had a great time at the Enfield Safe Harbor for the Homeless golf tournament at Twin Hills Country Club!

Team members, David Mitchell, CFA, Ryan Olschefskie, RICP® AIF®, and Daniel Heffernan were out on the course to support clients and their mission to build a new shelter for people without housing in Enfield. It was an inspiring day, and it was great to see so many people come together for such a worthy cause.

Gottfried & Somberg Wealth Management is proud to do our part in raising awareness for organizations that make our community a better place to live and work.

Enfield Safe Harbor is a non-profit dedicated to providing a safe haven for the homeless community. Learn more about their mission and how you can get involved by visiting their website. 🌐 https://enfieldsafeharbor.org/

07/15/2025

"If you feel asleep in April, you missed a lot."

In our latest video, Gottfried & Somberg Wealth Management Co-Founder and Principal Matthew Somberg, AIF®, delves into the key factors that propelled the market's impressive recovery and the forces driving current trends.

Do not miss his professional insights on what made Q2 such a dynamic period for investors.

Always growing, always learning! 💡 Fantastic start to our day! Our wealth management team kicked off the morning with an...
07/01/2025

Always growing, always learning! 💡

Fantastic start to our day! Our wealth management team kicked off the morning with an insightful "Breakfast & Learn" featuring the sales manager from Duncaster Retirement Community, Greater Hartford's pioneering Life Plan Community.

This session enhances our ability to provide comprehensive advice for our clients as they plan for retirement. We are committed to constantly evolving to be the most informed and supportive advisors possible!

For us, true financial planning goes beyond numbers – it's about understanding every aspect of our client's well-being and lifestyle.

This session enhances our ability to provide comprehensive advice, for our clients as they plan for retirement. We are committed to constantly evolving to be the most informed and supportive advisors possible!

Feeling uncertain about the U.S. Treasury market amidst recent headlines? You are not alone.Gottfried & Somberg Wealth M...
07/01/2025

Feeling uncertain about the U.S. Treasury market amidst recent headlines? You are not alone.

Gottfried & Somberg Wealth Management Co-Founder and Principal Joshua Gottfried dives into the real story behind Treasury bond ownership and the enduring stability of this vital market. Get the facts you need to feel more confident about your portfolio.

Discover why the U.S. Treasury market is a bedrock of stability, even in turbulent times. Read Joshua's insightful article: ⤵️ https://lnkd.in/e-89Atfk

We are honored to welcome Celia Peterson as our new Chief Operating Officer and Chief Strategy Officer at Gottfried & So...
06/30/2025

We are honored to welcome Celia Peterson as our new Chief Operating Officer and Chief Strategy Officer at Gottfried & Somberg Wealth Management.

This morning, we hosted a welcome breakfast to introduce Celia to the team, and we could not be more thrilled to have her on board.

Celia brings over two decades of executive leadership in alternative investments and wealth management, with a track record of building and scaling investment firms that serve both institutional and high-net-worth clients. Her experience spans strategic growth, operational leadership, client service, and regulatory oversight. She has worked closely with advisors across broker-dealer and RIA channels, leading initiatives that enhance both client engagement and organizational performance.

As we continue to grow and evolve as a firm, Celia’s leadership will play a critical role in guiding our strategic direction, strengthening our operational foundation, and enhancing the personalized, responsive service our clients have come to expect.

Please join us in welcoming Celia Peterson to the Gottfried & Somberg family. We look forward to the impact she will make as we continue to serve our clients with excellence today and for years to come.

05/15/2025

Is your portfolio positioned for today's market?

Matthew Somberg, AIF®'s latest video reveals critical insights into 2025 performance, market dynamics, and the strategies that matter most.

Understand volatility, economic drivers, and how to navigate the current landscape.

Get the data-driven breakdown you need! Watch now ⤵️

Gottfried & Somberg Wealth Management is pleased to welcome our newest intern, Noah Kallor. Noah joins us from Syracuse ...
05/15/2025

Gottfried & Somberg Wealth Management is pleased to welcome our newest intern, Noah Kallor.

Noah joins us from Syracuse University - Martin J. Whitman School of Management. He brings our team a promising perspective and a strong academic foundation. We look forward to his contributions and the fresh insights he will offer.

We invite our network to welcome Noah and offer any mentorship or words of wisdom as he embarks on his internship journey with GSWM.

Great to connect with the bright minds at Glastonbury High School's 10th Annual Career Fair! Gottfried & Somberg Wealth ...
05/07/2025

Great to connect with the bright minds at Glastonbury High School's 10th Annual Career Fair!

Gottfried & Somberg Wealth Management's Wealth Advisor, Jacob Alonzo, and Financial Planning Intern, Jason Villano, had an excellent time sharing what the world of financial planning in wealth management is really like – fast-paced, engaging, and full of opportunity! From lively chats about the profession to some fun quizzes on sector returns, seeing the students' curiosity was inspiring.

At Gottfried & Somberg Wealth Management, we genuinely value giving back to our Glastonbury community and helping guide the next generation toward fulfilling careers.

Address

340 Hebron Avenue
Glastonbury, CT
06033

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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