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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.

Sincerely,

Gary F. Thomas, JD, LLM, CLU, ChFC 

President, Principal of The Wealth Technology Group

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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.

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Services

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.

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Resources

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.


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Helpful Content

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

 

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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When Markets React

When markets shift, experienced investors stick to their strategy.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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