Broker Check
We Stand With Ukraine

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®, CFP® 


Learn more
<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 pandemic, we have decided to move all seminars to virtual webinars through Zoom. We can provide any technical assistance necessary, but the program is fairly simple to use. 

We look forward to continuing to share our financial advice and strategies.


<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®, CDFA®, AIF®, CFP® 

President of The Wealth Technology Group

Learn more
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.

Learn more
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.

Learn more
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.

Learn more

Helpful Content

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Saving for College

Saving for College

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

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

View all videos arrow