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.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It's important to make sure your retirement strategy anticipates health-care expenses.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Five strategies for managing your student debt.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
What’s the deal with your yearly free credit report?
Good employee health can be great for the company’s bottom line.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.