Partner, Wealth Advisor
Current
Apr 2023 - Present
AeroLeads people directory · profile
Doug Wheat Email & Phone Number
Partner, Wealth Advisor
at
Perigon Wealth Management, LLC
1 work email found
@perigonwealth.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Wealth Advisor
Location
Northampton, Massachusetts, United States
Company size
Who is Doug Wheat? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Doug Wheat is listed as Partner, Wealth Advisor at Perigon Wealth Management, LLC, a company with 35 employees, based in Northampton, Massachusetts, United States. AeroLeads shows a work email signal at perigonwealth.com and a matched LinkedIn profile for Doug Wheat.
Doug Wheat previously worked as Vice President, Sr. Wealth Advisor at Goldman Sachs Personal Financial Management and Adjunct Professor - Financial Planning at College Of Our Lady Of The Elms. Doug Wheat holds Mba from Yale University - Yale School Of Management.
Company email context
Email format at Perigon Wealth Management, LLC
This section adds company-level context without repeating Doug Wheat's masked contact details.
{first}@perigonwealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Doug Wheat. Compare company email patterns before reaching out.
Profile bio
About Doug Wheat
Doug Wheat is a Partner, Wealth Advisor at Perigon Wealth Management, LLC. He possess expertise in investments, financial planning, retirement planning, tax planning.
Listed skills include Investments, Financial Planning, Retirement Planning, and Tax Planning.
Current workplace
Doug Wheat's current company
Company context helps verify the profile and gives searchers a useful next step.
Perigon Wealth Management, Llc
9 roles · 30 years
Doug Wheat work experience
A career timeline built from the work history available for this profile.
Vice President, Sr. Wealth Advisor
Goldman Sachs Personal Financial Management
Investment Advisory Services offered by United Capital Advisers, LLC a Goldman Sachs Company.
Apr 2020 - Apr 2023
Adjunct Professor - Financial Planning
I taught Retirement Planning and Employee Benefits in the MBA and Certified Financial Planner Certificate program at Elms College.
Jan 2017 - Mar 2021
Wealth Manager
Wealth Manager and Registered Investment Advisor. We integrate ongoing financial planning advice with investment management and serve as fiduciaries for our clients.
Jun 2014 - Apr 2020
Financial Planner
Fee-only financial advisor focusing on integrated financial planning and investment management for individuals and families.
Nov 2008 - Jun 2014
Principal
High Ridge Financial
Fee-only financial advisor focused on socially responsible investing.
Dec 2006 - Nov 2008
Director
Sri World Group
Development and outreach for SRI World's OneReport service which assists companies in reporting their social and environmental performance to investors and other stakeholders.
2000 - 2007
~7 yrs
Marketing Manager
Utc Fuel Cells
1996 - 1999
~3 yrs
Economic Planner
Camp Dresser & Mckee
Jun 1989 - Dec 1993
Team & coworkers
Colleagues at Perigon Wealth Management, LLC
Other employees you can reach at perigonwealth.com. View company contacts for 35 employees →
JP
Jacob Paraiso
Colleague at Perigon Wealth Management, Llc
United States, United States
View →
KP
Kim Purkey
Colleague at Perigon Wealth Management, Llc
Albany, New York Metropolitan Area, United States
View →
MD
Maria Daley, Cfp®
Colleague at Perigon Wealth Management, Llc
Tampa, Florida, United States, United States
View →
MS
Marc Specht, Aif, Aams, Se-Awma, Rfc
Colleague at Perigon Wealth Management, Llc
New York, New York, United States, United States
View →
KT
Kymberli Thomas
Colleague at Perigon Wealth Management, Llc
Newport Beach, California, United States, United States
View →
JP
John Paganelli
Colleague at Perigon Wealth Management, Llc
Syracuse, New York, United States, United States
View →
BR
Bill Rackley
Colleague at Perigon Wealth Management, Llc
San Francisco Bay Area, United States
View →
SS
Sara S.
Colleague at Perigon Wealth Management, Llc
Columbia, South Carolina, United States, United States
View →
LK
Lisa Keim
Colleague at Perigon Wealth Management, Llc
Wilmington, Delaware, United States, United States
View →
SG
Sarah George, Cfp®
Colleague at Perigon Wealth Management, Llc
San Francisco, California, United States, United States
View →
Jacob Paraiso
Colleague at Perigon Wealth Management, Llc
United States, United States
View →
KP
Kim Purkey
Colleague at Perigon Wealth Management, Llc
Albany, New York Metropolitan Area, United States
View →
MD
Maria Daley, Cfp®
Colleague at Perigon Wealth Management, Llc
Tampa, Florida, United States, United States
View →
MS
Marc Specht, Aif, Aams, Se-Awma, Rfc
Colleague at Perigon Wealth Management, Llc
New York, New York, United States, United States
View →
KT
Kymberli Thomas
Colleague at Perigon Wealth Management, Llc
Newport Beach, California, United States, United States
View →
JP
John Paganelli
Colleague at Perigon Wealth Management, Llc
Syracuse, New York, United States, United States
View →
BR
Bill Rackley
Colleague at Perigon Wealth Management, Llc
San Francisco Bay Area, United States
View →
SS
Sara S.
Colleague at Perigon Wealth Management, Llc
Columbia, South Carolina, United States, United States
View →
LK
Lisa Keim
Colleague at Perigon Wealth Management, Llc
Wilmington, Delaware, United States, United States
View →
SG
Sarah George, Cfp®
Colleague at Perigon Wealth Management, Llc
San Francisco, California, United States, United States
View →
4 education records
Doug Wheat education
Masters Of Environmental Management
Education record
FAQ
Frequently asked questions about Doug Wheat
Quick answers generated from the profile data available on this page.
What company does Doug Wheat work for?
Doug Wheat works for Perigon Wealth Management, LLC.
What is Doug Wheat's role at Perigon Wealth Management, LLC?
Doug Wheat is listed as Partner, Wealth Advisor at Perigon Wealth Management, LLC.
What is Doug Wheat's email address?
AeroLeads has found 1 work email signal at @perigonwealth.com for Doug Wheat at Perigon Wealth Management, LLC.
Where is Doug Wheat based?
Doug Wheat is based in Northampton, Massachusetts, United States while working with Perigon Wealth Management, LLC.
What companies has Doug Wheat worked for?
Doug Wheat has worked for Perigon Wealth Management, Llc, Goldman Sachs Personal Financial Management, College Of Our Lady Of The Elms, United Capital Financial Advisers, Llc, and Family Wealth Management, Inc..
Who are Doug Wheat's colleagues at Perigon Wealth Management, LLC?
Doug Wheat's colleagues at Perigon Wealth Management, LLC include Jacob Paraiso, Kim Purkey, Maria Daley, Cfp®, Marc Specht, Aif, Aams, Se-Awma, Rfc, and Kymberli Thomas.
How can I contact Doug Wheat?
You can use AeroLeads to view verified contact signals for Doug Wheat at Perigon Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Doug Wheat attend?
Doug Wheat holds Mba from Yale University - Yale School Of Management.
What skills is Doug Wheat known for?
Doug Wheat is listed with skills including Investments, Financial Planning, Retirement Planning, and Tax Planning.
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