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Year-End Financial Planning Checklist
Since 1993, we have specialized in . . .
furthering the dreams and visions of our clients by helping them make smart decisions about their money, their investments, and their pensions. For you, this means helping preserve and target your assets, so your wealth will be there for you throughout your life and the lives of your loved ones.
The long-standing ties we've built over 100 years of combined partner and employee experience exemplify both our successful results and our passion for building long-term relationships. The combined assets under advisement of our firm exceeds $600 million.
If you would like to find out more about Gottfried & Somberg Wealth Management, LLC, please tour our website, give us a call, or come in for a visit. We will welcome you, give you straightforward answers to your questions, and do all we can to help you and your family in the choices you face.
If you’re not acquainted with our firm, we’ve established this website as a way for you to get to know us and to understand how we can help you get to that point where you don’t have to worry about whether your money is doing right by you.
Gottfried & Somberg Wealth Management, LLC, is wholly independent and not affiliated with any bank, insurance company, mutual fund family, or retail brokerage company.
We appreciate your interest in Gottfried & Somberg Wealth Management, LLC, and sincerely look forward to helping you.