The Wealth Technology Group
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Our life's work is to guide our clients on a path towards financial independence by making smart choices about money. We utilize unique, tools, techniques, systems, and some good old fashioned common sense to help you to reach your financial goals, protect a lifetime of hard work and to leave a legacy to children or charities. Thomas, JD, LLM, CLU®, ChFC®, CDFA®, AIF®, CFP®
Legal Stuff.....
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11/23/2025
Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.
11/19/2025
When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
11/18/2025
This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.
Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase
11/16/2025
[Video] Agent Jane Bond wants you to know about the basics of the bond market.
Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds.
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Address
98 Lower Westfield Road
Holyoke, MA
01040
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
