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.

There's a version of your life where the numbers and the dreams are pointing in the same direction. Where your financial...
06/09/2026

There's a version of your life where the numbers and the dreams are pointing in the same direction. Where your financial plan isn't a constraint. It's the thing that makes the rest possible.

That's what we mean when we talk about building wealth with intention. It's not about accumulating more for the sake of it. It's about knowing what you're building toward, and making sure your resources are moving you closer to it, not further away.

What are you building toward?

06/02/2026

Two people can experience the same average market return and end up with very different outcomes in retirement. That’s why personalized planning matters.

Divorce changes everything, including the financial picture you thought you understood. Suddenly you're looking at asset...
06/02/2026

Divorce changes everything, including the financial picture you thought you understood. Suddenly you're looking at assets, accounts, and decisions that may have always lived in someone else's lane.

That clarity, even when it's hard, is the starting point for something new. Understanding what your finances are really telling you after divorce is one of the most empowering steps you can take.

Read more: https://www.gatherwealthmanagement.com/gatherwealth-insights-blog/what-your-finances-are-really-telling-you-after-divorce

Summer is coming, and so is a shift in how money moves. Longer days and looser schedules can quietly disrupt even the mo...
05/28/2026

Summer is coming, and so is a shift in how money moves. Longer days and looser schedules can quietly disrupt even the most intentional budgets: dining out more, last-minute travel, the impulse splurge at the farmers market.

That's not a problem. It's just something to plan for. A quick cash flow check now lets you see where you stand, adjust for the season ahead, and still say yes to the moments that matter without derailing the bigger picture.

When did you last take a real look at where your money is going?

This weekend, we take a moment to step back from the noise and remember why it matters. To every service member who gave...
05/25/2026

This weekend, we take a moment to step back from the noise and remember why it matters. To every service member who gave their life for this country, and to every family left behind, we see you and we are grateful.

As the weather warms and weekends open up, May is when we start thinking about summer plans: trips to the coast, time wi...
05/19/2026

As the weather warms and weekends open up, May is when we start thinking about summer plans: trips to the coast, time with family, maybe finally booking that creative retreat you've been dreaming about.

Financial planning isn't about saying no to these moments. It's about saying yes with confidence, knowing your priorities are funded and your long-term goals are still on track.

When your financial life is intentional, spontaneity becomes possible. You can embrace what life offers without second-guessing every decision.

Building wealth is about more than accumulation. It's about agency: the ability to make choices that reflect who you are...
05/13/2026

Building wealth is about more than accumulation. It's about agency: the ability to make choices that reflect who you are and what you care about.

It's having the freedom to pivot when your priorities shift. To invest in your growth. To support the causes and communities that matter. To create a legacy that feels authentic.

Financial planning, at its best, isn't about restriction. It's about expansion: creating the space and resources to live fully, generously, and on your own terms.

As we head into Mother’s Day, we want to thank our moms for the values they taught us growing up - work hard, treat peop...
05/09/2026

As we head into Mother’s Day, we want to thank our moms for the values they taught us growing up - work hard, treat people the right way, be honest, and always show up for others. 🙏 Those lessons still guide us today, both in life and the way we serve families at GatherWealth. Pictured here is Sean and his mother Joyce.

As we head into Mother’s Day weekend, we want to thank our moms for the values they taught us growing up - work hard, tr...
05/08/2026

As we head into Mother’s Day weekend, we want to thank our moms for the values they taught us growing up - work hard, treat people the right way, be honest, and always show up for others. 🙏 Those lessons still guide us today, both in life and the way we serve families at GatherWealth. Pictured here is Stephen and his mom Sue. Stay tuned for some fun pictures of Sean and his mother soon!

As we head into Mother’s Day weekend, we want to thank our moms for the values they taught us growing up - work hard, tr...
05/07/2026

As we head into Mother’s Day weekend, we want to thank our moms for the values they taught us growing up - work hard, treat people the right way, be honest, and always show up for others. 🙏 Those lessons still guide us today, both in life and the way we serve families at GatherWealth. Pictured here is Matt and his mom Carol. Stay tuned for photos of Steve and Sean with their mothers over the next few days.

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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