||Doug Wheat, CFP®
Doug is a CERTIFIED FINANCIAL PLANNER™
professional with Family Wealth Management,
Inc. and has more than 22 years of professional
experience. Doug provides comprehensive
financial planning and investment management
services to a broad range of clients.
Prior to joining Family Wealth Management,
Doug was the founder and principal of High
Ridge Financial Planning based in Northampton,
MA. Doug also served as a director of SRI
World Group, Inc. a financial information
services firm which provides investing information
and services to individual investors, institutional
investors and corporations. Previously Doug
was a marketing manager for UTC Fuel Cells,
a division of United Technologies. He has
been quoted in many national publications
including the Wall Street Journal, New York
Times, and the Christian Science Monitor.
Doug is also a member of the National Association
of Personal Financial Advisors (NAPFA).
Doug received his BA in Economics from Hobart
College and his MBA at the Yale School of
Management. He also earned a Masters degree
in Environmental Management at the Yale
School of Forestry and Environmental Studies.
Doug has completed the Boston University’s
program for professional financial planners.
Doug is a member of the Board of the Hampshire
County United Way, and the Board of the
Pascommuck Conservation Trust. He is also
a volunteer soccer coach. He lives in Florence
with his wife Amy and two young sons, Zachary
and Davis. When he can find the time, Doug
enjoys biking, hiking, camping, and gardening.