The Wealth Technology Group Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

The Wealth Technology Group is a financial services practice focused on helping clients prepare for and maintain a secure retirement. They combine tax deflection strategies with traditional financial planning and prudent money management to help clients set and meet long-term financial goals, emphasizing the idea that preserving earnings is central to retirement readiness. Based in Holyoke, Massachusetts, the firm serves individuals seeking guidance on retirement planning and wealth preservation within a regulated advisory framework. The company operates within the securities and investment advisory space, with services offered through an affiliated entity that is registered with the SEC and related regulatory bodies. The leadership includes Gary F. Thomas, a advisor with multiple professional credentials, reflecting a formal approach to financial planning and client stewardship.

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