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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Knowing your options when a CD matures can help you make a sound investment decision.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
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.
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.
What is your plan for health care during retirement?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A special needs trust helps care for a special needs child when you’re gone.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
All about how missing the best market days (or the worst!) might affect your portfolio.