GatherWealth Investment Management
Independent Financial Advisors Focused on Your Financial Success
Transparent, fiduciary-focused investment management and comprehensive financial planning tailored to your goals, values, and life stages.
Women & Wealth
Your financial future, on your terms.
A dedicated resource for women navigating wealth, retirement, and life’s transitions, with practical guidance to help you move forward with confidence.
Our approach
We’re Invested in You
We specialize in providing pathways to prosperity through honest and transparent investment management solutions. It’s incredibly humbling to be a steward of someone’s financial livelihood, and we embrace the trust and responsibility that comes with it.
Financial Planning
Personalized planning that brings the parts of your financial life together.
Learn more →Tax Planning
Coordinate tax considerations with the choices you make today and over time.
Learn more →Investment Management
Build a thoughtful investment strategy around your goals and life stages.
Learn more →Estate Planning
Help organize the documents, decisions, and people that protect what matters.
Learn more →Retirement Strategies
Plan thoughtfully for the next chapter, including income, taxes, and health-care costs.
Learn more →Cash Flow
Understand what is coming in, what is going out, and what comes next.
Learn more →What our clients say
Personal service starts with listening.
“We have had a business association for several years. We became a client recently and our collaboration has been very clear and easy to understand. The long term planning has been very helpful. We are very pleased with the current association with Gather Wealth Management.”GatherWealth Investment Management Client, Jonathan W. · 10/28/2025
The statement was provided by a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success.
The Team
People who put your interests first.
At GatherWealth Investment Management, you’re supported by a team of specialists focused on providing solutions to maximize your financial security, flexibility, and freedom.
Get to Know Us →GatherWealth Insights
Clear thinking for the road ahead.
Explore perspectives on investing, retirement, taxes, estate planning, and the decisions that shape your financial life.
Discover Our Insights →Personalized Insights, Simplified
Investor360® Client Portal
Investor360° empowers clients with a centralized hub for investment information, offering customizable dashboards for account summaries, holdings, and activity, as well as seamless integration with most tax software packages to assist accounting professionals during tax filing.
Watch & Learn →Give Your Wealth a Second Opinion
Ready to reevaluate your financial strategies? Explore how GatherWealth can help you achieve your goals.
Help Us Get To Know You