Doug Wheat

Doug Wheat, CFP®


Doug Wheat is a CERTIFIED FINANCIAL PLANNER professional with the United Capital office in Western Massachusetts, formerly Family Wealth Management, and has more than 25 years of professional experience. He provides comprehensive financial planning and investment management services to a broad range of clients. His clients live throughout Western Massachusetts, including Northampton, Amherst, Springfield, Longmeadow, East Longmeadow, Wilbraham, Holyoke, Westfield and Stockbridge. Doug also serves clients in other states, including many in the Northern Connecticut towns of Enfield, Suffield, Somers and Windsor.

Prior to joining Family Wealth Management, Doug was the Founder and Principal of High Ridge Financial Planning based in Northampton, Massachusetts. 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 Master’s 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 Chair of the Board of the Hampshire County United Way, former Board Member of the Pascommuck Conservation Trust and Past Board Chair of the Great Swamp Watershed Association. 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.

Doug is a frequent contributor to the media and has been published in several editions of BusinessWest and The Healthcare News. Click here to check out our In the News section and read Doug's published articles.