Doug Wheat Email and Phone Number
Doug Wheat work email
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Doug Wheat personal email
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Doug Wheat is a Partner, Wealth Advisor at Perigon Wealth Management, LLC. He possess expertise in investments, financial planning, retirement planning, tax planning.
Perigon Wealth Management, Llc
View- Website:
- perigonwealth.com
- Employees:
- 35
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Partner, Wealth AdvisorPerigon Wealth Management, Llc Apr 2023 - PresentAmherst, Massachusetts, United States
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Vice President, Sr. Wealth AdvisorGoldman Sachs Personal Financial Management Apr 2020 - Apr 2023Holyoke, Massachusetts, United StatesInvestment Advisory Services offered by United Capital Advisers, LLC a Goldman Sachs Company.
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Adjunct Professor - Financial PlanningCollege Of Our Lady Of The Elms Jan 2017 - Mar 2021I taught Retirement Planning and Employee Benefits in the MBA and Certified Financial Planner Certificate program at Elms College. -
Wealth ManagerUnited Capital Financial Advisers, Llc Jun 2014 - Apr 2020Holyoke, MaWealth Manager and Registered Investment Advisor. We integrate ongoing financial planning advice with investment management and serve as fiduciaries for our clients. -
Financial PlannerFamily Wealth Management, Inc. Nov 2008 - Jun 2014Fee-only financial advisor focusing on integrated financial planning and investment management for individuals and families. -
PrincipalHigh Ridge Financial Dec 2006 - Nov 2008Fee-only financial advisor focused on socially responsible investing.
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DirectorSri World Group 2000 - 2007Development and outreach for SRI World's OneReport service which assists companies in reporting their social and environmental performance to investors and other stakeholders.
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Marketing ManagerUtc Fuel Cells 1996 - 1999
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Economic PlannerCamp Dresser & Mckee Jun 1989 - Dec 1993
Doug Wheat Skills
Doug Wheat Education Details
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Masters Of Environmental Management
Frequently Asked Questions about Doug Wheat
What company does Doug Wheat work for?
Doug Wheat works for Perigon Wealth Management, Llc
What is Doug Wheat's role at the current company?
Doug Wheat's current role is Partner, Wealth Advisor.
What is Doug Wheat's email address?
Doug Wheat's email address is do****@****dcp.com
What schools did Doug Wheat attend?
Doug Wheat attended Yale University - Yale School Of Management, Yale School Of The Environment, Hobart And William Smith Colleges, The University Of Connecticut.
What are some of Doug Wheat's interests?
Doug Wheat has interest in Social Services.
What skills is Doug Wheat known for?
Doug Wheat has skills like Investments, Financial Planning, Retirement Planning, Tax Planning.
Who are Doug Wheat's colleagues?
Doug Wheat's colleagues are Maria Daley, Cfp®, Jim Weikart, Francesco De Feo, Bill Rackley, Jake Sierka, Scott Yi, Cfa, John Paganelli.
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