Who We Are

Josh and Matt specialize in financial planning for retirees, integrating pensions and health benefits with Retirement Income Planning techniques.

Over the past 15 years, they have honed their expertise of Retirement Income Planning to provide executives, entrepreneurs, and educators independent, objective advice. 

Today, Gottfried & Somberg Wealth Management, LLC, is an independent, client-centered financial firm, serving 1,000 families across 26 states.