GatherWealth Investment Management

GatherWealth Investment Management At GatherWealth Investment Management, we’re invested in YOU. We believe our people are our greatest asset.

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 clie

nt service possible, and giving back to the community. We’re determined and dedicated to serving our clients with respect and the highest level of fiduciary care. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. 322 Broadway, Providence, RI 02909 United States. This communication is strictly intended for individuals residing in the state of RI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Retirement is too important to leave to chance. Know your numbers. Know your plan.
09/02/2026

Retirement is too important to leave to chance. Know your numbers. Know your plan.

09/01/2026

The right investment strategy starts with the right question.

Before choosing an investment, take a step back and ask: What do I want my money to make possible?

Retirement. More time with family. Travel. A business transition. Giving. Leaving something meaningful behind.

Your investments should support the life you want—not become the goal themselves.

At GatherWealth, we start with you, your goals, and your vision for the future.

08/31/2026

Your experiences, values, and beliefs about money shape the decisions you make—including how you invest.

When your advisor understands your money story, they can build a strategy that aligns with your goals, your comfort with risk, and the life you're working toward. Because investing is personal.

08/28/2026

Remember when we used to call our parents collect just to say, “I’m okay”?

That was free.

Now, as our parents age, caring for them can impact our cash flow, savings, and retirement.

We used to call collect.

Now we’re paying the bill.

08/27/2026

Remember making a mixtape? 🎶

You wanted every song to fit—but you only had so much room. So you had to make choices.

Retirement planning can feel a lot like that, especially when you’re caring for aging parents.

If you pause retirement contributions for a few years, you may find yourself trying to squeeze everything in later.

So what makes the playlist—and what gets left off?

08/26/2026

The cost of long-term care continues to rise, but many families don't think about it until they're in the middle of a crisis.

Planning ahead can give you more choices, help protect your assets, and reduce the emotional and financial stress on the people you love.

The best time to plan is before you need a plan.

08/25/2026

What’s one money belief you learned growing up that still influences how you save, spend, or invest today?

08/24/2026

A great financial planner thinks about more than just investments.

Your retirement, tax strategy, insurance, estate plan, and investments should all work together—not as separate pieces, but as one coordinated plan designed around your goals.

That's where real financial planning happens.

08/21/2026

One way to help manage sequence of returns risk? Keep some cash reserves.

Having a cash cushion can give you flexibility during a market downturn, potentially allowing you to avoid selling investments when prices are down.

The goal isn't to time the market.

It's to give yourself options when the market doesn't cooperate.

08/20/2026

The 5 years before or after retirement can be one of the most important windows in your financial plan.

Think of it as the “Retirement Red Zone.”

A significant market downturn during this period can have a much bigger impact than it might earlier in your career.

Address

322 Broadway
Providence, RI
02909

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Saturday 9am - 7pm
Sunday 10am - 6pm

Telephone

+14013103920

Website

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