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.

Sean P. Reilly

CFP®, CPWA®, CIMA®, CEPA®
Managing Director
(401) 310-3899 | Full Bio

Matt Stone

CRPS®
Retirement Planning Specialist
(401) 310-3893 | Full Bio

Stephen DiPardo

Operations Manager
(401) 310-3896 | Full Bio ›

Commonwealth Advanced Planning Team

Meet our skilled professionals who are committed to acting in your best interest and delivering the personal service you deserve.

Heather Zack

Manager, Advanced Planning
Full Bio

Martin Baker

Supervisor, Virtual Paraplanning,
& 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.

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Discover Your Personalized Financial Strategy

Ready to reevaluate your financial strategies? Explore how GatherWealth can help you achieve your goals.