Two Hartford, Connecticut-area hybrid advisory firms, ClearGuidance Financial and Gottfried & Somberg Wealth Management, will merge and operate under the Gottfried & Somberg Wealth Management name. Jointly, the firms manage $1.4 billion in assets.
Both ClearGuidance Financial, a woman-owned firm based in Farmington, Connecticut, and Gottfried & Somberg, based in Glastonbury, use Commonwealth Financial Network as their broker-dealer.
Gottfried & Somberg was founded in 1999 by Joshua Gottfried and Matthew Somberg. ClearGuidance was founded by Barbara Taylor and Terran Titus.
The 25-year veteran of the industry brings his experience from Raymond James, Invesco and Barclays to the Las Vegas, Nevada-based firm.
“The numbers are wrong," says broker, who made $1.5 million after guiding clients to invest in friend’s firm, according to the Bureau of Securities.
The financial industry veteran, supported by a team of wealth advisors, will drive the firm's private banking expansion in Pennsylvania
Advisor fees have remained relatively steady despite free compression across the industry. However, clients now expect more bang for their buck, says AssetMark's Matthew Matrisian
The good, the bad, and the ugly: How CEO connects the numbers to a client's life story.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success
