Our fondest memories and greatest accomplishments are rarely, if ever, solo endeavors. Instead, they are rooted in our relationships, and our community. The name Gather reflects the essence of our approach and philosophy as a wealth advisory firm. Gather conveys a sense of coming together, unity, trust and collaboration. We believe that financial success is best achieved through a collective effort between our experienced team and our clients. It signifies the gathering of aspirations, goals, resources and knowledge to create a cohesive strategy that aligns with the unique vision of each individual or family.
Gather Wealth is a fiduciary, fee-only Registered Investment Advisor focused on providing comprehensive financial planning to a select number of families. We pride ourselves on being more than just a wealth advisory firm; we are your trusted partner in pursuing your dreams while navigating today’s intricate financial planning landscape.
Gather Wealth has strategic relationships with various partners including Fidelity Investments, Charles Schwab, Guardian Wealth Advisors, and Aptus Capital Management. These partnerships enable us to provide a best-in-class custodial and investment platform to our clients.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 5200 Willson Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.gatherwealth.us
- Keywords
- Financial Planning, Investment Management, Estate Planning, Insurance Optimization, Retirement Planning & Modelling, Tax Planning, Social Security, Pension Optimization, Employer Benefits, Stock Options, Business Planning, Cash Flow Planning.
- HQ
- Edina, Minnesota
Gather Wealth Questions
Gather Wealth's website is http://www.gatherwealth.us
Gather Wealth's LinkedIn profile is https://www.linkedin.com/company/gather-wealth
Gather Wealth has
1 employees.
View email and phone details for 1
employees at Gather Wealth.
Gather Wealth's industry is
Financial Services
Gather Wealth's categories are Financial Services
Gather Wealth's founding year is 2023
