What We Do
At GatherWealth Investment Management, we're here to support you in accumulating, growing, and passing on your wealth. Whether you're a business owner or an individual investor, we understand the importance of securing your financial future. That's why we offer personalized financial advice tailored to your needs.
We work with you to develop investment strategies, plan for retirement, optimize taxes, transfer wealth across generations, and ensure smooth business succession. Our goal is to assist you in achieving your financial goals by assessing your unique situation and crafting strategies just for you.
We thrive on the opportunity to guide you through intricate financial matters and provide continuous support as your financial journey evolves. This is your journey after all, and we are here to help!
Our Fees
At GatherWealth Investment Management, we understand that everyone's financial needs are unique, and we believe in providing tailored services and payment options to match.
As an independent firm dedicated to acting in your best interest as a fiduciary when managing client assets, we prioritize transparent and fair fees that align with the value we deliver. With GatherWealth Investment Management, you can trust that you're receiving personalized support without any unnecessary costs.
Connect With Us:
322 Broadway
Providence, RI 02909
Office: (401) 310-3920
eFax: (401) 526-0342
