Insights

High-Net-Worth Focus Gottfried & Somberg Wealth Management specializes in serving high-net-worth individuals and multigenerational families with assets exceeding one million dollars, indicating a prime target audience for premium financial products and personalized wealth management solutions.

Personalized Service Offering Their emphasis on comprehensive and tailored financial planning presents opportunities to offer advanced wealth management tools, estate planning services, and sophisticated investment strategies that cater to complex financial needs.

Collaborative Network Close integration with a trusted professional network including CPAs, attorneys, and mortgage specialists provides avenues to cross-sell specialized financial services and expand client relationships through complementary offerings.

Technology Utilization Utilizing cloud-based platforms and analytics tools like Acquia Cloud, Monte Carlo, and Web Vitals suggests openness to adopting innovative solutions, highlighting opportunities to introduce advanced financial tech products, client portal enhancements, or data security services.

Market Positioning Operating in a competitive landscape with industry giants like Charles Schwab and Fidelity, Gottfried & Somberg can leverage its niche focus on personalized wealth management to position itself as a boutique alternative for clients seeking bespoke financial advisory services.

GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC Tech Stack

GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC uses 8 technology products and services including jQuery CDN, Cloudflare, Monte Carlo, and more. Explore GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's tech stack below.

  • jQuery CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Monte Carlo
    Data Management Platforms
  • Percona
    Database
  • SparkPost
    Email
  • Web Vitals
    Javascript Libraries
  • Acquia Cloud Platform
    Platform As A Service
  • YouTube
    Video Players

Media & News

GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's Email Address Formats

GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC uses at least 1 format(s):
GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC Email FormatsExamplePercentage
FLast@gottfriedsomberg.comJDoe@gottfriedsomberg.com
83%
Last@gottfriedsomberg.comDoe@gottfriedsomberg.com
10%
First.Last@gottfriedsomberg.comJohn.Doe@gottfriedsomberg.com
4%
LFirst@gottfriedsomberg.comDJohn@gottfriedsomberg.com
3%

Frequently Asked Questions

Where is GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's headquarters located?

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GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's main headquarters is located at 340 Hebron Avenue Glastonbury, Connecticut 06033 United States. The company has employees across 1 continents, including North America.

What is GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's phone number?

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You can contact GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's official website and social media links?

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GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's official website is gottfriedsomberg.com and has social profiles on LinkedIn.

What is GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's NAICS code?

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GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC have currently?

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As of April 2026, GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC has approximately 31 employees across 1 continents, including North America. Key team members include Chief Administrative Officer: M. P.Chief Operations Officer: C. H.Chief Operations Officer: J. F.. Explore GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's employee directory with LeadIQ.

What industry does GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC belong to?

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GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC operates in the Financial Services industry.

What technology does GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC use?

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GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's tech stack includes jQuery CDNCloudflareMonte CarloPerconaSparkPostWeb VitalsAcquia Cloud PlatformYouTube.

What is GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's email format?

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GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's email format typically follows the pattern of FLast@gottfriedsomberg.com. Find more GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC email formats with LeadIQ.

When was GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC founded?

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GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC was founded in 1999.

GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC

Financial ServicesConnecticut, United States11-50 Employees

Gottfried and Somberg Wealth Management partners with high-net-worth individuals and multigenerational families to manage, preserve, and support long-term growth with care. We specialize in comprehensive financial planning and wealth management services, exclusively serving families with investable assets exceeding $1 million. From income-focused retirement strategies to long-term planning, we deliver thoughtful, personalized guidance grounded in today’s realities, protecting your legacy and supporting you in achieving peace of mind. To help ease the burden of managing complex finances, we coordinate closely with a trusted network of professionals, including CPAs, attorneys, and mortgage specialists, many of whom are located right here in our building.

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA's Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Section iconCompany Overview

Headquarters
340 Hebron Avenue Glastonbury, Connecticut 06033 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC's revenue is estimated to be in the range of $25M$50M

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