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GatherWealth Investment Management

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United States
Providence, RI
GatherWealth Investment Management

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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 client 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.

10/31/2026

Wishing you a Happy Halloween from all of us here at GatherWealth!

10/29/2026

Planning with Purpose
Presented by The Alcove and GatherWealth

Planning with Purpose is a free workshop for women and gender expansive people who want to feel more confident, informed, and in control of their financial future.

Women and gender expansive people often navigate financial lives shaped by different circumstances: career interruptions for caregiving, longer retirements to fund, changing family structures, and the need for legal and financial plans that reflect chosen family and individual wishes.

Join Estate Planning Attorney Susan Gershkoff, Esq. and Sean Reilly, CFP® as we discuss the topics people most often put off, from retirement readiness to tax and estate planning, in clear, practical terms.

https://secure.qgiv.com/for/thealcove-programsevents/event/thealcovexgatherwealth26/

10/21/2026

Home Equity Line of Credit

You may not need a HELOC today, and that could be the best time to consider one. If you have equity in your home, establishing a line of credit before an emergency, major expense, or opportunity arises may give you added flexibility without requiring you to borrow immediately.

Keep in mind that HELOCs often have variable interest rates, your payments could increase, and your home is collateral if you’re unable to repay what you borrow.

Don’t wait until you need money to start looking for money. Share this with a homeowner who may find it helpful.

10/14/2026

Turning 65 soon? Medicare timing matters more than you might think.

When you enroll can affect your coverage options and whether you face late-enrollment penalties. And if you’re still working or covered by an employer health plan, the rules can get complicated.

The good news? You don’t have to figure it all out on your own. A qualified Medicare professional can help you understand your options and deadlines.

At GatherWealth, we look at the bigger picture, helping you understand how Medicare fits into your retirement income, taxes, and overall financial plan.

Save this video and share it with someone approaching 65. A little planning now can help you avoid costly surprises later.

10/06/2026

Being single doesn’t mean you have to face life’s unexpected moment alone, but it does mean you need a plan.

10/02/2026

Will I be Okay?

Retirement planning isn’t just about having enough money. It’s about knowing whether your money can support the life you want to live.

09/29/2026

Having wealth and managing wealth are two very different things.

09/24/2026

We see a lot of people make the same mistake when deciding when to take Social Security...and it can cost them thousands over retirement.

09/23/2026

Pay off my home?

We see a lot of people approaching retirement who think, 'I just need to pay off my house.’ But that may not always be the best financial move.

09/18/2026

Two people can experience the same average market return and end up with very different outcomes in retirement.

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

http://www.gatherwealthmanagement.com/

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