The Wealth Technology Group

The Wealth Technology Group The Wealth Technology Group professionals offer personalized investment and retirement planning. Gary F. Osaic Wealth, Inc. Osaic Wealth Inc.

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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urities 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. is not affiliated with Facebook and is not responsible for Facebook Privacy or Security Policies. does not endorse or adopt the content, products, advertisements, opinions, recommendations, or other materials found or linked on sites or posted by third parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a financial product or be deemed investment or other advice. All financial and investment information found on this site or links to other sites are for informational purposes only.

Do you know how to make a social impact with your investments? Read more now.
11/26/2025

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
11/25/2025

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
11/24/2025

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
11/23/2025

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Use this calculator to compare the future value of investments with different tax consequences.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
11/19/2025

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
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.

You may have heard the phrase

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
11/17/2025

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
11/16/2025

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
11/12/2025

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
11/11/2025

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

These 6 things might make your next return a prime target for an IRS audit.
11/10/2025

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Tax freedom day: the day you begin earning money for yourself.
11/09/2025

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

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

Telephone

+14137393511

Website

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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 technology, practical tools, techniques, systems, and some good old fashioned common sense to help you to reach your financial goals. We are committed to helping you preserve a lifetime of hard work so you can leave a legacy to your children, family, or charities. Legal Stuff..... Securities and Investment Advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Please visit our website for additional disclosures.