Broker Check

Team

We believe our team-based approach allows us to provide you with a broader fiscal perspective, thereby improving your chances to reap the greatest financial benefit possible.

Some of the issues we can help you address include:

  • Investment principles and strategies
  • Retirement investments and how to best distribute those benefits
  • Estate conservation 
  • Risk management analysis

We can also help answer your questions, which may include:

  • Will I be able to retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our financial professionals have helped many people with similar issues and concerns, and they can help you develop and approach which is geared toward your individual needs and objectives.

 

Gary F. Thomas is President of the Wealth Technology Group, with an office in Westfield, Massachusetts. His company has helped over a thousand individuals and families set and pursue their financial goals. 

 

Read more

Thomas Brown

Financial Advisor,

860-563-9358

860-257-8404

Tom Brown began his career in finance in 1987 as a Registered Representative with New England Securities. He eventually transferred his practice to Signator Investors, Inc. in 1999, and became an Investment Advisor Representative with...

Read more

Jay Thomas was born and raised in the upper west side of New York, and is a graduate of the Thomas More College at Fordham University. She studied social work at the University of Connecticut, and, once out of school, did a stint as a...

Read more