Reliable Wealth Management in Pittsfield & Westfield, MA
Your financial situation is unique, and 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. We understand the financial goals and needs of our clients, which allows us to tailor a financial strategy that makes the most of your available funds.
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 helping to improve an individual's financial situation.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 pursue the financial independence you are looking for.
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 to ensure that your money is deposited in suitable bonds, stocks, IRAs, and other appropriate investments. We are experienced in outlining retirement plans, 401k investments, college and estate plans, and more.
It is imperative to stay up to date with the latest financial trends and information. We offer informative resources about a variety of topics, including Social Security benefits, 401k plans, and estate management.
With the guidance of the professionals at The Wealth Technology Group, you can be confident that your wealth management team is here to help navigate the ever-changing financial trends.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Do you have an estate strategy? You should.
An increasing number have been developed to help individuals with their personal finances.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Do your insurance needs stay the same when the nest empties?
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Understanding the cycle of investing may help you avoid easy pitfalls.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.