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.

You may like these other stories...

Here's a CPA who truly walks the walk. On March 15, Frank Ryan, CPA, departed San Diego, California, with plans to be in Ocean City, Maryland, by July 2 to teach a course at the Maryland Association of CPAs’ (MACPA...
When Theodore J. Flynn first joined the Massachusetts Society of CPAs (MSCPA) in 1970, it was a different world and a different profession.  The "Big Eight" were still headquartered in Boston. Vietnam War...
Accountant Rickey Charles Goodrich had it a little too good. Many bean counters would kill to serve as financial guru to the likes of Pearl Jam. Goodrich was hired in 2005, and the following year, he became the CFO of Curtis...

Already a member? log in here.

Upcoming CPE Webinars

Oct 21Kristen Rampe will share how to speak and write more effectively by understanding your own and your audience’s communication style.
Oct 22This webinar will include discussions of important issues in AU-C 800, Audits of Financial Statements Prepared in Accordance with Special Purpose Frameworks.
Oct 23Amber Setter will show the value of leadership assessments as tools for individual and organizational leadership development initiatives.
Oct 30Many Excel users have a love-hate relationship with workbook links.