Reliable Wealth Management for Pittsfield & Westfield, MA
Because your financial situation is unique, we believe that each of our clients deserves individual attention. One of our most important philosophies is that there's no single standard approach to wealth management. Our services offer in-depth planning and investments based on the individual interests and assets of each of our clients. Getting to know the financial goals and needs of our clients allows us to tailor a financial strategy that makes the most of your available funds. If you have any questions, concerns, or ideas, send us an email or call to set up a time for a short telephone appointment at no charge or obligation. We welcome your call!
Gary F. Thomas, JD, LLM, CLU, ChFC
President, Principal of The Wealth Technology Group
What Is Wealth Management?
Wealth management can be defined simply as improving an individual's financial situation. In recent times, people with high net-worth, families with various income levels, and small businesses are more frequently seeking assistance in dealing with their money. The paychecks you make may only take you so far, but with the proper investments and planning, your money can go a long way to setting up a strong, comfortable life for you and your family. Wealth management includes advisory investments such as financial planning, investment portfolio management, asset management, and other monetary services. The Wealth Technology Group is designed to achieve the financial independence you are looking for, and our Better Business Bureau certified solutions can help you rest easy.
Whether you're a small business owner, living paycheck to paycheck, or the CEO of a successful company, we provide personal, hands-on budgeting and asset services. Our experienced team of financial professionals is highly selective, helping to ensure that your money is deposited in suitable bonds, stocks, IRAs, and other appropriate investments. Planning your future is equally important, and can be greatly complicated. We are experienced in outlining retirement plans, 401k investments, college and estate plans, and more.
An important aspect of wealth management is staying up-to-date with the latest financial trends and information. We offer informative resources about a variety of topics, including Social Security benefits, Roth 401k plans, and estate management. Sign up for our newsletters to have all the latest investment and resource information sent directly to your email inbox!
In today's hectic world, it can be difficult and confusing to keep up with ever-changing financial trends. Devoting your money to the proper places will relieve you of one of life's biggest stressors. With the guidance of the professionals at The Wealth Technology Group, you can be confident that your wealth management is in the proper hands.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Emerging Market Opportunities
What are your options for investing in emerging markets?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Technology tips to make your next trip even better.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
An inside look at how marginal income tax brackets work.
Understanding how a stock works is key to understanding your investments.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Are you ready for retirement? Here are five words you should consider.
All about how missing the best market days (or the worst!) might affect your portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A bucket plan can help you be better prepared for a comfortable retirement.