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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
An Arm and a Leg
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.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Military families face unique challenges, making personal finance even more critical.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
An increasing number have been developed to help individuals with their personal finances.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.
Here is a quick history of the Federal Reserve and an overview of what it does.
Taking your Social Security benefits at the right time may help maximize your benefit.