New England Capital

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Investment Management, Financial Planners, Financial Planning Consultants

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(800) 332-9558Call Visit WebsiteVisit Website Map & DirectionsDirections120 King StNorthampton, MA 01060 Write a ReviewWrite Review

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Places Near Northampton with Investment Management

Florence (4 miles)
Hatfield (7 miles)
Easthampton (7 miles)
Hadley (7 miles)
South Hadley (7 miles)
Amherst (11 miles)
Granby (11 miles)
Williamsburg (12 miles)
Holyoke (13 miles)
Southampton (13 miles)

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Phone: (413) 584-9121

Other Links

http://www.gagewiley.com

https://www.gagewiley.com/contact-us

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Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Details

Phone: (800) 332-9558

Address: 120 King St, Northampton, MA 01060

Website: http://www.gagewiley.com

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New England Capital

Tax Planning
Managed Accounts provide an alternative to managing money yourself – experienced professionals, working full time and fully accountable to you. Our services include regular reports in easy to understand language, quarterly reviews, tax-planning, year-end summaries and co-ordination with your legal and tax advisor; all to keep you informed and confident.

Investment Management
We are grateful to be nestled close to the communities of our Northampton and Plymouth offices, and to now be part of the larger whole of St Germain. We will continue to focus on morphing our investment management and our business structure to meet the changing world. But we will never change the hallmark of our work, which we all share: our commitment to our clientele.
Mutual Funds
I nvesting is complicated. We help simplify it. The investment marketplace today is vast. Gone are the days when your choices were limited to stocks and bonds and domestic mutual funds. You can now invest around the globe or choose more narrowly defined areas to focus on through a wide variety of Exchange Traded Funds (ETFs).
Wealth Management
Welcome to Gage-Wiley. We’re based in Northampton, Massachusetts, an independent investment and wealth management firm that’s been around for the past 90-years. For almost a century, we’ve helped individuals, non-profits and institutions—far and wide—focus on reaching their financial goals. Our primary focus is to always work in your best interests. When you’ve been around for as long as we have, you pay attention to values and details that help investors adapt to the myriad of changes taking place in today’s world. Learn more about who we are and what we do. Identifying goals is important, and yet the journey matters too. Yours can begin here and we’re ready to make it your own.

Financial Planning
All financial planning is interrelated. We believe it is imperative that investment decisions be part of the overall “big picture.” Such as, you may find yourself having an imbalance in asset categories (too much in stocks and not enough cash) to meet your near-term needs, overlooking the tax consequences of portfolio activity, or perhaps neglecting to properly title assets to meet long-term estate planning goals.
Retirement Planning
Throughout life different types of financial planning take on increased significance. Retirement Planning is always a consideration for people, and requires even greater emphasis as they approach middle age and beyond. Education Planning is one of the first things parents and grandparents often consider when they welcome a new baby. Estate Planning helps insure the effective transition of wealth from one generation to the next.
Asset Management
When meeting with a new investment client a key question comes up: what type of professional relationship will work best? While many people enjoy a hands on approach to managing their money, we’ve found a growing number of clients are looking for an alternative, one that would continue to provide personal service but relieve them of the day-to-day responsibility of money management.
College Funding

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