Our Services

Key Financial Planning Dates

Explore How GatherWealth Investment Management Can Help

To get started, click the button to set up a free initial consultation with us.

Frequently Asked Questions

  • If you need to make changes to phone number(s), address, email, beneficiaries, change your banking information, etc. please send us a quick email at info@gatherwm.com or give us a call at (401) 310-3920 so we can update your account(s).

    Let us do the heavy lifting for you!

  • Please email info@gatherwm.com.

    You will receive a temporary password to access you account. From there, you can change it to the password of your choosing.

  • You can find your documents when you log onto Investor360 and navigate to your statements and documents tab.

    Here is a video link to help you do that.

  • By logging into Investor360, you can draft and send a secure email for any sensitive information you might need to share with us.

    Contact our Operations Manager, Stephen DiPardo, for more information.

  • For contributions, please write the check out to National Financial Services or NFS.

    For advisory fees, please write the check out to Commonwealth Financial Network

    For all other checks, please call our offices for more information.

Connect With Us:

 

322 Broadway

Providence, RI 02909

Office: (401) 310-3920

eFax: (401) 526-0342