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About Us

Our Mission Statement

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. Because, as Gary is so fond of saying, "it's not what you make, it's what you keep."

Our Values

1. Our clients are our most precious resource.

Whether a client has $5,000 or $5 million, he or she is entitled to our best level of service.

2. "If it ain't broke, don't fix it."

We only move or replace investments when there is a clear benefit to the client.

3. We are committed to education--on all levels

We provide our clients with the information they need to make informed decisions, and we are also committed to educating our staff to reach their full potential, which allows us to best service our clients.

4. We never take a "cookie cutter" approach

Each client is unique and has individual values, objectives and needs, which will be the foundation of our planning process.

5. We support our community

We believe it is our responsibility to return a significant portion of our revenue and time in support of community endeavors, particularly ones which support education and the arts.

6. We welcome you

We welcome people of any race, ethnicity, religion, culture, sexual orientation, gender identity, size, ability level, and political proclivity. Accessibility for people with disabilities is a priority, and we welcome and support anyone who comes to us in good faith looking to access our services. 

Great Service Makes the Difference

We at the Wealth Technology Group believe strongly that decision-making about your financial future requires a coordinated approach. When you become our client, you will likely be asked to absorb a lot of new information, and may wind up acquiring some new perspectives on your financial future.

For certain, you will require quick, thorough, exact responses to your questions and problems, and when you call our office, you will not be a stranger. We'll know exactly who you are, and if you are in the middle of a transaction or an issue, you can expect us to remember without having to re-inform us every time you call. It is only through this dedicated, team approach that we bring you the level of service you deserve.

While I am your main contact, I have, working with me, a number of licensed individuals whose job it is to make sure your needs are met. Our organization is a very powerful one, with each individual being proficient in his or her area. We handle the requests, problems, questions and needs of nearly a thousand individuals spread across the country, from three offices, and we're really proud of the job we do.

At the Wealth Technology Group, becoming a client is as easy as it is rewarding. We look forward to seeing you in our office one day, in what we truly hope will be the beginning of a long and prosperous relationship.