About Gather Wealth
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.
 The BioÂ
Hi! I am Sam.Â
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I’m a firm believer that everyone, no matter their age and station, should have a financial plan—one that instills confidence and empowers them to live life on their own terms.
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Throughout my 16-year career, which began during the 2008 financial crisis, I have worked in public accounting and wealth management, for large and small firms alike. Time and again, I noticed how company agendas often took precedence over client care leading to inconsistent communication, frequent shuffling of client relationships, and the ballooning of client-to-advisor ratios. These practices diluted the quality of service and care clients experienced. This didn’t align with how I wanted to serve my clients, which prompted me to start Gather Wealth.
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Here, we’re all about ensuring every client feels valued, heard, and confident in their financial journey. At Gather Wealth, you’re not just another number. We’re committed to providing the personal attention, timely advice, and trusted partnership every client deserves.
 The Personal StuffÂ
Samuel Sexton, CPA, CFP® Founder and Lead Advisor
My wife, Lindsey, and I share the same hometown, where we met, west of Minneapolis. Now we call Edina, Minnesota our home. She works in marketing for a local Fortune 500, and when we aren’t in the office, you can find us embracing one of life’s many adventures alongside our three kids. Royce, our oldest, loves playing soccer and attending as many chess tournaments as possible, while Romy, our middle child, adds color to our world with her infinite artistic creations. And then there's Yvette, our youngest, “wild child,” who sprinkles laughter and a touch of chaos wherever she goes.
As a family we love the simple pleasures of spending time together, exploring new things, and getting out into nature. We’re blessed with a fantastic circle of family and friends, who we see regularly. Additionally, we are big believers in staying active, whether it’s hitting the gym at dawn, running around nearby lakes, or battling it out on the pickleball court, where Lindsey’s collegiate tennis prowess meets my—I’ll call it enthusiastic participation.
In our downtime, you might catch us enjoying some live local music or scouting out the latest eateries and craft breweries the Twin Cities have to offer.
For us, life is all about balance, enjoying the now while keeping an eye on the horizon. We cherish experiences and connections over things, nurturing close-knit bonds with family and friends. And just as we strive to find that perfect balance in our lives, Gather is here to help you strike a similar balance with your time and money—letting you focus on what truly matters.
 Our Commitment to Our ClientsÂ
Unlike advisors that are incentivized to choose investments or sell products that make them the most money, at Gather, we prioritize your financial well-being above all else. As a fiduciary wealth advisory firm, we are bound by an unwavering commitment to act in your best interests at all times. This fiduciary duty is the cornerstone of our relationship with clients, reflecting our dedication to transparency, integrity, and trust.
Choosing Gather means choosing a partner that is legally and ethically obligated to serve you with the utmost loyalty and diligence. Experience the peace of mind that comes with our fiduciary commitment to you and your family.
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