The Wealth Technology Group Email Format
Financial ServicesMassachusetts, United States2-10 Employees
The Wealth Technology Group specializes in helping people prepare for and maintain a secure retirement. We use a combination of tax deflection strategies, traditional financial planning and prudent money management in assisting clients to set and meet their financial goals. At The Wealth Technology Group, we be believe that It's not what you make, It's what you keep! Legal Stuff! Securities and Investment Advisory Services offered through Osaic Wealth , Inc. Member FINRA, SIPC, and an SEC Registered Investment Advisor, 98 Lower Westfield Road, Suite 109, Holyoke, Massachusetts 01040. Gary F. Thomas, JD, LLM, CLU®, ChFC®, CDFA®, AIF®, CFP®