MBK affiliate adds new financial planner | AccountingWEB

MBK affiliate adds new financial planner

Family Wealth Management, Inc. has announced the addition of Doug Wheat as a financial planner with the firm. Wheat will provide personal financial planning and wealth management services to the firm’s clients. “The addition of Doug to our team will allow us to expand our fee-only financial planning and investment management services,” said Rich Chase, the President of Family Wealth Management. “Doug brings experience working with a broad range of clients and is dedicated to providing objective, fee-only financial advice,” continued Chase.

Prior to joining Family Wealth Management, Wheat was the founder and principal of High Ridge Financial Planning based in Northampton, MA. Wheat is a former director of SRI World Group, Inc. a financial information services firm which provides investing information and services to individual investors, institutional investors and corporations. While at SRI World Group, Inc., Wheat was the primary author of Sustainable and Responsible Investment Strategies: A Guide for Fiduciaries and Institutional Investors, which is utilized by pension funds, foundations and endowments. Previously, Wheat was a marketing manager for UTC Fuel Cells, a division of United Technologies.

Wheat 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. Wheat has completed the Boston University’s program for professional financial planners.

Family Wealth Management, Inc. is a fee-only financial planning and investment advisory firm providing independent, objective financial advice to individuals and families throughout Western Massachusetts and Northern Connecticut. The firm is an affiliate of Meyers Brothers Kalicka, P.C. the largest independently owned and operated accounting firm based in Western Massachusetts.

Wait, there's more!
There's always more at AccountingWEB. We're an active community of financial professionals and journalists who strive to bring you valuable content every day. If you'd like, let us know your interests and we'll send you a few articles every week either in taxation, practice excellence, or just our most popular stories from that week. It's free to sign up and to be a part of our community.
Premium content is currently locked

Editor's Choice

As part of our continued effort to provide valuable resources and insight to our subscribers, we're conducting this brief survey to learn more about your personal experiences in the accounting profession. We will be giving away five $50 Amazon gift cards, and a $250 Amazon gift card to one lucky participant.
This is strictly for internal use and data will not be sold
or shared with any third parties.