The Wealth Technology Group
800 266 6793
"It's Not What You Make, It's What You Keep"
In 1990, Gary F. Thomas separated himself from a successful career as an attorney assisting top-flight financial planners in several large insurance companies. His vision was to build an estate and financial planning practice of his own, using the knowledge and experience he gained in the marketplace behind the scenes. He wanted his practice to reflect his personal values about how people should expect to be treated by a financial advisor. Our company, then called the Thomas Financial Group, was created to provide high quality and highly responsive financial services.
The Wealth Technology Group has been in business for more than 20 years, and we strive every day to serve our clients more effectively and efficiently than we ever have before.