For Everyone's Safety
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.
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.
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.
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.
Gary F. Thomas, JD, LLM, CLU, ChFC
President, Principal of The Wealth Technology Group
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.
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.
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.
Around the country, attitudes about retirement are shifting.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Even if you’re young and single, you should still consider protecting yourself.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations?
Investors seeking world investments can choose between global and international funds. What's the difference?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
For women, retirement strategy is a long race. It’s helpful to know the route.
It's easy to let investments accumulate like old receipts in a junk drawer.
Would you guess that Millennials are effectively saving for retirement? Well, they are.