Who We Are
GatherWealth Investment Management is a financial institution that delivers a broad range of financial services to a large and diversified client base – including corporations, business owners, and individual investors.
We aspire to be the most exceptional financial advisory company we can be – united by our core values of putting clients first, exercising integrity always, providing the best client service possible, and giving back to the community.
GatherWealth Investment Management Team
We believe our people are our greatest asset. We’re determined and dedicated to serving our clients with respect and the highest level of fiduciary care.
CFP®, CPWA®, CIMA®, CEPA®
Managing Director
(401) 310-3899 | Full Bio ›
Sean P. Reilly
CRPS®
Retirement Planning Specialist
(401) 310-3893 | Full Bio ›
Matt Stone
Stephen DiPardo
Operations Manager
(401) 310-3896 | Full Bio ›
MBA, CEPA®
Financial Advisor
(401) 310-3920 | Full Bio ›
Cammy Smith
Commonwealth Advanced Planning Team
Meet our skilled professionals who are committed to acting in your best interest and delivering the personal service you deserve.
Karen McColl
SVP, Wealth Management
Full Bio ›
Michael Baum
Supervisor, Virtual Paraplanning,
and Advanced Planning Consultant
Full Bio ›
Justin Duft
Vice President, Advanced Planning
Full Bio ›
Our Award-Winning National Back-Office Partner Commonwealth Financial Network®
Learn more about how Commonwealth Financial Network® empowers us to provide you with exceptional financial advice.
Discover Your Personalized Financial Strategy
Ready to reevaluate your financial strategies? Explore how GatherWealth can help you achieve your goals.