The Wealth Technology Group
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The Wealth Technology Group professionals offer personalized investment and retirement planning. Gary F. Osaic Wealth, Inc. Osaic Wealth Inc.
11/24/2025
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
What Smart Investors Know Savvy investors take the time to separate emotion from fact.
11/12/2025
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
11/10/2025
These 6 things might make your next return a prime target for an IRS audit.
Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit.
11/09/2025
Tax freedom day: the day you begin earning money for yourself.
Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.
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Our Story
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.
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Website
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 |
