Market and Wealth Insights
Market and Wealth Insights delivers fiduciary-level analysis and practical strategies for Rhode Island individuals, families, and business owners.
Our articles cover retirement planning, investment management, tax-efficient strategies, estate and trust planning, and socially responsible investing—supported by timely market commentary and economic insights. Each post is designed to help you make confident, well-informed decisions to grow, protect, and transfer your wealth.
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Empty Bowls at the Food Bank
Proud to support the Rhode Island Food Bank’s Empty Bowls event! Their incredible work helps provide nutritious meals to those in need every day. Grateful to be part of a community that comes together to fight food insecurity!
RI International Film Festival
GatherWealth was proud to sponsor the Rhode Island International Film Festival — a world-class event that draws filmmakers from over 60 countries and showcases diverse, Oscar winning storytelling.
We believe in investing not only in portfolios, but in people and creativity. Supporting the arts and global storytelling reflects our values as Rhode Island financial planners who care deeply about community, culture, and connection.
Manufacturing Day
GatherWealth is proud to support Manufacturing Day here in Rhode Island – a time for the next generation to connect, explore, and be inspired by the incredible companies shaping our future.
Small Business Administration Week
For more than 60 years, the U.S. Small Business Administration (SBA) has celebrated National Small Business Week, which acknowledges the contributions of America’s entrepreneurs and small business owners. GatherWealth had the privilege to sit alongside hundreds of small business owners in Rhode Island at this event. We heard from business leaders and State officials all working toward making our State a place where small businesses can thrive. We were reminded of the resilience and innovation that drives our local economy. Grateful to be a part of this community and to celebrate the impact of small businesses in the United States during National Small Business Week!