Henry Wheelwright, CFP®

Managing Partner and Co-Founder of Stablepoint Partners

Braintree, Massachusetts, United States Contact Info
500+ connections

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Wealth Advisor Program-UBS Wealth Management Business University

About

Henry co-founded Stablepoint Partners to put his client’s best interest first. His vision was to purposely grow the firm in a way that provides exceptional service to every client, keeping focus on building lasting relationships, offering trusted advice and delivering personalized guidance.

Henry is a managing partner, co-founder and CERTIFIED FINANCIAL PLANNER™ of Stablepoint Partners. The team has a mission to positively impact lives through the development of personalized financial plans and successful management of wealth through proactive investment portfolios. Stablepoint Partners provides access to advice that is diverse in nature and extends to all generations of the family. Their decades of working with affluent families has provided perspectives to the ever changing and deeply personal nature of planning needs, as well as the importance of properly investing and protecting wealth to achieve client goals.* Henry emphasizes the need for an on-going, comprehensive pre-scheduled reviews held four times a year and provides access to advisory based investment solutions with which he strives to earn trust through sound financial counsel and results.


**Registered States** CA,CO,CT,DC,FL,MA,ME,MI,MN,NC,NH,NY,SC,TN,TX,VA,VT,WI

Activity

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Experience

  • Stablepoint Partners Graphic

    Managing Partner and Co-Founder

    Stablepoint Partners

    - Present 9 months

    Braintree, Massachusetts, United States

    An independent advisory firm committed to helping clients achieve financial stability and confidence at every stage of life.

  • Morgan Stanley Wealth Management Graphic

    Executive Director, Wealth Management, Senior Portfolio Manager - Financial Advisor, NMLS 1236380

    Morgan Stanley Wealth Management

    - 1 year 11 months

    Norwell, Massachusetts

    © 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following…

    © 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

    *Please see the team website, https://fa.morganstanley.com/griffithwheelwrightgroup, for important information about any designation(s) listed and the ranking methodology for any award(s) listed, as well as details about the members, their functional titles and their individual years of experience. No fee is paid in exchange for any award.

    NMLS#: 1236380

  • Morgan Stanley Graphic

    Senior Vice President, Wealth Management, Senior Portfolio Manager - Financial Advisor, NMLS 1236380

    Morgan Stanley

    - 6 years 5 months

    Norwell, Massachusetts

    © 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following…

    © 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

    *Please see the team website, https://fa.morganstanley.com/griffithwheelwrightgroup, for important information about any designation(s) listed and the ranking methodology for any award(s) listed, as well as details about the members, their functional titles and their individual years of experience. No fee is paid in exchange for any award.

  • UBS Graphic

    Senior VP Investments - Senior Portfolio Manager

    UBS

    - 8 years 1 month

    Rockland, MA

  • A.G. Edwards & Sons, Inc. Graphic

    Financial Advisor

    A.G. Edwards & Sons, Inc.

    - 6 years 4 months

    Norwell, MA

Education

  • Wealth Advisor Program-UBS Wealth Management Business University

    Financial Planning

    -

    Investment professionals who hold the Wealth Advisor designation have completed a comprehensive blended learning program of instructor-led training, in-branch activities, online education and coaching meetings with their managers to develop knowledge and skills that are essential for
    serving individuals with at least $2 million in investable assets.

    The program covers the following wealth management topics: investments,liabilities, insurance, executive compensation, protection…

    Investment professionals who hold the Wealth Advisor designation have completed a comprehensive blended learning program of instructor-led training, in-branch activities, online education and coaching meetings with their managers to develop knowledge and skills that are essential for
    serving individuals with at least $2 million in investable assets.

    The program covers the following wealth management topics: investments,liabilities, insurance, executive compensation, protection strategies, qualified retirement plan and individual retirement account distributions, business successionplanning, gifting to children and descendants, charitable gifting and distribution of
    wealth at death.

  • College for Financial Planning

    AAMS Accredited Asset Management Specialist

    -

    The curriculum covers more than 12 investment-related topics including: the asset management process; investors, policy and change; risk, return and investment performance; asset allocation and selection; investment strategies; taxation of investment products; investment opportunities for an individual’s retirement and for small business owners; deferred compensation and other benefit plans for key executives; insurance products for investment clients; estate planning for investment clients…

    The curriculum covers more than 12 investment-related topics including: the asset management process; investors, policy and change; risk, return and investment performance; asset allocation and selection; investment strategies; taxation of investment products; investment opportunities for an individual’s retirement and for small business owners; deferred compensation and other benefit plans for key executives; insurance products for investment clients; estate planning for investment clients, and regulatory and ethical issues investment professionals.
    In addition to the formal coursework, designees are required to earn 16 continuing education credits every two years to maintain their AAMS designation, which is conferred by the College for Financial Planning.

  • Clark University

    BA Economics & Finance

    -

    Activities and Societies: Baseball, Economics Society

Licenses & Certifications

  • CERTIFIED FINANCIAL PLANNER™

    CFP® Board

    Issued

Honors & Awards

  • UBS Wealth Management Directors Council Award

    UBS Financial Services

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