Meet The Team

Meet Who You’ll Be Working With

At the Wealth Technology Group, our mission is simple, to educate and empower our clients to help them make informed decisions about money, to apply our knowledge and experience toward asset accumulation planning, to help protect assets for the next generation with insurance, and to provide highly responsive, individualized client service.

Hilary O'Malley

Executive Director & President

978-505-2754

888-611-0759

hilary@wealthtechnology.com

Hilary grew up in Boston, graduated from Bentley University and has been providing financial guidance to families in New England as well as many states across the country with more than two decades of experience in the financial...

Lisa Perry

Administrative Assistant

413-287-8739 ex102

lisa@wealthtechnology.com

Lisa graduated from college with a Bachelor's degree in Psychology. She spent many years working for Allstate Life Insurance company in Chicago as a manager and life underwriter. Shortly after moving to Massachusetts her work...

Let's Create
Something Great

We shift you from today’s reality to tomorrow’s potential.

Let's Talk

Meet The Team

Meet Who You’ll Be Working With

Hilary O'Malley

Lisa Perry

Let's CreateSomething Great

Let's Create
Something Great