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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Wheat is an Investment Advisor Representative with Perigon Wealth Management, LLC. Douglas Wheat holds a Series 65 license and is a Certified Financial Planner. Douglas Wheat's registrations are active in Massachusetts. Douglas Wheat's specializations include Financial Planning, Pension Consulting, and Selection of Other Advisers. Douglas Wheat is also a member of the Audit Committee of the United Way of Franklin Hampshire Region.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
04/19/2023 - Present
Perigon Wealth Management, LLC (Amherst MA)
IA
Issued 07/06/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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