Who We Are

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.

What Our Clients Say

“Gather isn’t your typical investment management firm. They are comprised of small business owners, community supporters, and investment experts. They take the time to truly sit with you and listen to your goals.

Gather’s mission is to simplify the complex and turn your financial goals into actionable plans, and their three partners (with over 60 year combined experience) are dedicated to guiding you through every step. They’re more than just advisors - they’re fiduciaries, meaning their priority is your best interest and helping you succeed.

Thanks for the support, Gather, we appreciate you!”

*GatherWealth Investment Management Client, Robin and BJ 11/28/2025

*The statement was provided on 11/28/2025 by Robin and BJ, 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.

GatherWealth Investment Management Team

We believe our people are our greatest asset. We’re determined and dedicated to serving our clients with respect and the highest level of fiduciary care.