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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

For Everyone's Safety 

Client Centered

We have temporarily stopped in-person visits to our office, but we are doing our best to be even more responsive.

we will be extending our hours for phone appointments from 7 to 9 PM on Mondays, Wednesdays and Thursdays.  We will still be available during our regular business hours.

Client Centered

We can grant access to our calendar so you can choose your own appointment time. (Send us an email to set this up)

  • We will be offering web or phone-based reviews. 
  • You can participate with any internet-connected device: your smartphone, tablet, PC or Mac. 
  • We can provide any technical assistance needed.


We are making this move for your health and safety, but we also view it as a long-overdue innovation. This will enable us to efficiently provide valuable information to more people

Many thanks for your cooperation and confidence in us!

Best, 

Gary F. Thomas, JD, LLM, CLU, ChFC, CDFA, AIF


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<sup>Your Health is Your Wealth</sup>

Your Health is Your Wealth

The health of our clients is a top priority here at The Wealth Technology Group. Unfortunately, due to the continuing seriousness of the COVID-19 outbreak, we have decided to cancel ALL workshops in March.

These events will be rescheduled as soon as possible. 

<sup>Reliable Wealth Management in Pittsfield &#38; Westfield, MA&#160;</sup>

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?

What Is Wealth Management?

Wealth management is simply 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

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 help 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

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

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Use this calculator to better see the potential impact of compound interest on an asset.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This questionnaire will help determine your tolerance for investment risk.

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

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

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Should You Tap Retirement Savings to Fund College?

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

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