At GatherWealth Investment Management, 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 one’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.
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.
Learn About The Team
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.
What We Do
GatherWealth Investment Management provides clients with the financial advice they need to accumulate and grow wealth. We provide advice on investment strategies, retirement planning, tax optimization, wealth transfer, charitable giving, and more. We understand the awesome responsibility we have bestowed upon us by our clients, and we work to earn their trust every day. We see ourselves as financial stewards whose job it is to guide our clients through all of life’s stages.
GatherWealth Insights
We made the thoughtful decision to become independent financial advisors with the help of our back-office partner – Commonwealth Financial Network®. Read up on why we partnered with them and check out the latest news and insights from GatherWealth Investment Management.
Investor360°® Client Portal
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.
What Our Clients Say
“ 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.
Connect With Us:
322 Broadway
Providence, RI 02909
Office: (401) 310-3920
eFax: (401) 526-0342
