Products and Services
 
The Wealth Technology Group offers a spectrum of services tailored to your needs and objectives.   That can mean hands-on support if you prefer that we select investments with the right profile and features for you,  or more complex, analytical services if you are a sophisticated investor.
 
Investment Choices: We are limited in the spectrum of investments and the companies we select only by the standards of good practice, and offer you only vehicles which have passed a rigorous due diligence process.   Here is a partial list of the categories of investments we offer:
 
Fixed Products              MutualFunds              EFT’s             
Life Insurance               Individual Stocks        UIT’s
Annuities                      Bonds                         529 Plans
Long Term Care           REIT’s                         Energy Shares 
                           Retirement Products  
                                                              
We offer many services: 
 
         We offer fully transparent wealth management, using a varied spectrum of systems and resources.
 
·        We perform full financial, tax and retirement planning, and are liaisons for you with other relevant professionals in your life. 
 
·        We evaluate and recommend investments for you according to our careful assessment of your needs and attitudes.
 
 
·        Wealth Management Solutions: Without cost, you will enjoy full, private, secure on-line account management.   Your private financial website keeps you in constant contact with your balances, allocations and features, with a system of monitoring and alerts to keep you more fully in touch than ever before.    
 
·        Online Forms and Roadmaps: We want to make your life as easy as possible, so we offer a spectrum of online forms and instructions to speed the process of requesting service on your accounts.   We are also always pleased to do all the legwork for you, and use the latest and safest technologies for transmitting  company requirements.
 
 
 
·        The Essential Estate Plan:   We offer individualized, personal service in drawing up the basic documents you need to safeguard your assets and your family:   Your Durable Power of Attorney, Living Will, Health Care Proxy and Last Will and Testament are presented as one plan, at very low cost.
 
·        Trust Services: Our experience and education in the tax law allows us to offer you full Trust services that educate you about which Trusts meet your needs, and our extensive knowledge of Elder Law and Medicaid Law will help you avoid costly errors in planning and probate.
 
·        We are here for you: We know you are active, involved people. If you have problems or questions that don’t fall within our usual scope, we will do our best to help you find answers, and refer you to others who have the expertise to assist you from our network of hand-selected professionals in many disciplines.