Gary F. Thomas, JD, LLM, CLU®, ChFC®, CDFA®, AIF®, CFP®
Gary F. Thomas
JD, LLM, CLU®, ChFC®, CDFA®, AIF®, CFP®
“Because it's not what you make, it's what you keep!”
Gary F. Thomas, JD, LLM, CLU®, ChFC®, CDFA®, AIF®, CFP® is President of the Wealth Technology Group, with an office in Westfield, Massachusetts. He has helped over a thousand individuals and families set and work towards their financial goals, lower their overall tax burden and preserve a lifetime of hard work for the next generation. The professionals at The Wealth Technology Group use a combination of investment tax strategies and traditional planning techniques, as well as equity and insurance strategies to assist clients.
Gary is a native of Pittsfield Massachusetts and is a graduate of Massachusetts College of Liberal Arts and Western New England College Law School. He is a member of the Massachusetts Bar and holds the prestigious Master of Laws in Taxation degree from Boston University Law School. Gary is a Chartered Life Underwriter and a Chartered Financial Consultant. He is also a member of The Million Dollar Round Table’s Top of The Table, an exclusive organization composed of the top financial service professionals worldwide. Gary has addressed financial professionals in the United States and Britain, including the Life Underwriters of the UK. Last year he spoke to The Million Dollar Round Table on the subject of client service.
For many years Gary hosted the “Smart Money” radio program, a popular two-hour weekly financial call-in program covering New York and New England. Since ending the show, he has frequently been called upon to appear in the media for his views on asset preservation and retirement planning as well as to offer guidance on matters of financial interest.
Gary is a member of the Board of Directors of the Carson Center for Families and Children, and a member of the Board of Directors of the Massachusetts College of Liberal Arts Foundation. He is a member of the Western New England University Capital Campaign Cabinet, and is the Chair of the WNEU Planned Giving Committee. He also underwrites programming for WGBY, Channel 57, Springfield Public Television.
Gary and his wife, Jay, have formed friendships around the world through The Million Dollar Round Table. They are both active amateur radio operators, and have talked and visited with friends worldwide. They share their Southampton, Massachusetts home with two cats, three large dogs, and five shrewd parrots.
The Wealth Technology Group is a member of the Better Business Bureau and the Westfield Chamber of Commerce. Gary Thomas is a member of the International Association of Financial Planners.
Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved. Advisors who participate in this program pay a fee for accreditation review/monitoring. The Better Business Bureau is not affiliated with or endorsed by Royal Alliance Associates, Inc.