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 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.
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®, CDFA®, AIF®, CFP®
President 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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
This calculator shows how inflation over the years has impacted purchasing power.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
It's important to make sure your retirement strategy anticipates health-care expenses.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How to help determine life insurance needs to provide for your family after you pass away.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
Taking your Social Security benefits at the right time may help maximize your benefit.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
How does your ideal retirement differ from reality, and what can we do to better align the two?
With alternative investments, it’s critical to sort through the complexity.