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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
It may help your business be better prepared in the event of the death of a principal or key employee.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
What’s the deal with your yearly free credit report?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Understanding the cycle of investing may help you avoid easy pitfalls.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What if instead of buying that vacation home, you invested the money?
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.