What We Do
At GatherWealth Investment Management, we're here to support you in accumulating, growing, and passing on your wealth. Whether you're a business owner or an individual investor, we understand the importance of securing your financial future. That's why we offer personalized financial advice tailored to your needs.
Tailored Financial Strategies for Every Stage of Life
We work with you to develop investment strategies, plan for retirement, optimize taxes, transfer wealth across generations, and ensure smooth business succession. Our goal is to assist you in achieving your financial goals by assessing your unique situation and crafting strategies just for you.
Ongoing Guidance and Personalized Financial Support
We thrive on the opportunity to guide you through intricate financial matters—from estate planning to retirement income strategies — and provide continuous support as your financial journey evolves. This is your journey after all, and we are here to help.
What Our Clients Say
“We have been thoroughly impressed with the exceptional service provided by our financial advisors Sean & Steven. Their unwavering commitment to ensuring our best interests are always at the forefront is truly remarkable. The quality of service they offer is second to none. Every interaction is marked by professionalism, thoroughness, and a genuine desire to help us achieve our financial goals. They have consistently gone above and beyond to provide personalized advice tailored to our unique needs. This meticulous approach instills confidence and trust, knowing that our finances are in capable hands. Most importantly, they prioritize our best interests. Their recommendations are always driven by what is most advantageous for us, rather than any external motivations. This integrity and transparency are truly commendable and set them apart in the industry. Overall, we wholeheartedly recommend Gather Wealth Investment Management to anyone seeking reliable, detail-oriented, and client-focused financial guidance. They are a true asset in navigating the complexities of the financial world.”
*GatherWealth Investment Management Client, Sandra and Robert 10/21/2025
*The statement was provided October 2025 by Sandra and Robert, who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Our Fees
At GatherWealth Investment Management, we understand that everyone's financial needs are unique, and we believe in providing tailored services and payment options to match.
Transparent Fee Structures Designed Around Your Needs
We’re committed to clarity from the start. Our transparent fee structures are explained up front, so you’ll always know what you’re paying for and how it supports your financial plan.
Fiduciary Advice With Fair, Aligned Costs
As an independent financial firm dedicated to acting in your best interest as a fiduciary when managing client assets, we prioritize transparent and fair fees that align with the value we deliver. With GatherWealth Investment Management, you can trust that you're receiving personalized support without any unnecessary costs.
Meet with a Fiduciary Asset Manager Who Puts Your Interests First
Ready to reevaluate your financial strategies? Explore how GatherWealth can help you achieve your goals.