Family Wealth Management, Inc.
Family Wealth Management, Inc.

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Richard Chase, CPA/PFS
James Barrett, CPA/PFS, MST
Doug Wheat, CFP®
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Heather Ankstitus
Meet the Team
Doug Wheat, MBA Doug Wheat, CFP®
Wealth Manager

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.

 

 

 

 

Published Articles

The Healthcare News, November 2013

The Healthcare News, September 2013

The Healthcare News, July 2013

BusinessWest, May 2013

The Healthcare News,

November 2012

The Healthcare News, October 2012

The Healthcare News, May 2012

BusinessWest, April 10, 2012

The Healthcare News, October 2011

The Healthcare News, July 2011

BusinessWest, June 7, 2011

The Healthcare News, April 2011

BusinessWest, April 26, 2011

The Healthcare News, January 2011

 

In The News

by Zelkadis Elvi Yahoo! Finance

March 12, 2013

by THE NEW YORK TIMES

October 3, 2012

by THE NEW YORK TIMES

August 3, 2012

by Barbara Solow

Daily Hampshire Gazette

February 6, 2012

Family Wealth Management, Inc. Family Wealth Management, Inc.

Family Wealth Management, Inc.
330 Whitney Avenue, Suite 750 Holyoke, MA 01040
Phone 413 313-0030 - Fax 413 313-0079 - info @ fwmgt.com

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