Doug Wheat, CFP®WEALTH ADVISER
Doug Wheat is a CERTIFIED FINANCIAL PLANNER ™ professional with the United Capital office in Western Massachusetts. Doug manages complex portfolios and provides comprehensive financial planning solutions for a broad range of clients. Doug draws on his knowledge of investment management, education financing, and estate and retirement planning when helping clients to meet their unique financial goals.
Doug’s 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.
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 is an adjunct professor in Financial Planning at Elms College.
Doug is currently the President of the Northampton Soccer Club. He is past Board 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 sons, Zachary and Davis. When he can find the time, Doug enjoys biking, hiking, camping and gardening.
Doug has been published in local and national publications including several editions of BusinessWest and The Healthcare News.