We’re Invested in You

We specialize in providing pathways to prosperity through honest and transparent investment management solutions. It’s incredibly humbling to be a steward of someone’s financial livelihood, and we embrace the trust and responsibility that comes with it. From business planning to retirement planning and everything in between, we take pride in helping you reach your investment performance goals.

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Financial Clarity & Confidence

Tailored Strategies for Your Unique Needs

We’re committed to your uniqueness as an individual and develop customized, strategic, and sound financial plans that honor who you are – always staying true to your beliefs and values. Our purpose is to provide you with the highest probability of success for all your life cycles with our comprehensive financial approach.

Retirement Strategies ›

Investment Planning ›

Estate Planning ›

Tax Planning ›

Cash Flow ›

Financial Planning ›

At GatherWealth Investment Management, you’re supported by a team of specialists focused on providing solutions to maximize your financial security, flexibility, and freedom. We’d be honored to have the opportunity to work alongside you.

Get to Know Us ›

The Team

GatherWealth Investment Management helps you build and grow your wealth. We offer tailored advice on investing, retirement, taxes, estate planning, and charitable giving. Trust us to guide you through every financial stage of life.

How We Help You ›

What We Do

As independent financial advisors backed by Commonwealth Financial Network®, we have the freedom to prioritize your needs and offer unbiased advice. Learn more about our partnership and get the latest from GatherWealth.

Discover Our Insights ›

GatherWealth Insights

“ I spoke with you about whether I should purchase the adjoining villa to mine in Florida. You gave me good advice, not making the decision for me, but allowing me the info which helped me decide. I was impressed that your info for me was personalized even though it meant removing some of my investments with your firm to make the deal. I’m not the million-dollar investor that firms love to see, but the team always treated me as if I were. ”

GatherWealth Investment Management Client, Marty
*The statement was provided on 05/25/2024 by Marty, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“ I am completely satisfied with and highly recommend the financial services from the GatherWealth team of Sean, Stephen, and Matt because of their top-notch professionalism and expertise ”

GatherWealth Investment Management Client, Tammy.
*The statement was provided 08/26/2024 by Tammy R. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“ Sean’s guidance has always been thoughtful and well-informed. I trust him with my life, which is worth more to me than money. ”

GatherWealth Investment Management Client, Dick
*The statement was provided September 30, 2024 by Dick L. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.”

GatherWealth Office | 322 Broadway, Providence, Rhode Island 02909

Investor360° empowers clients with a centralized hub for investment information, offering customizable dashboards for account summaries, holdings, and activity, as well as seamless integration with most tax software packages to assist accounting professionals during tax filing.