Henry J. Wheelwright, CFP®

Managing Partner, Co-Founder

As a Managing Partner and Co-Founder of Stablepoint Partners, Henry believes in ensuring that every financial decision reflects the short, medium, and long-term goals of every client. His client relationships continue to be built on a foundation of trust, ongoing communication, and timely execution by his seasoned Stablepoint Partners team of professionals.

As a Certified Financial Planner (CFP) with over two decades of experience as a financial advisor, Henry is a centerpiece of counsel for his clients where he begins all relationships as their Fiduciary, focusing on a personalized financial plan that develops, implements, and executes investment strategies to meet their goals and planning needs.

Henry’s interest in finance started at an early age. He was raised in Manhattan, where his mother was a journalist at Money magazine. She brought him to the Stock Exchange and mock investment classes which he credits for initiating his passion for wealth management. His style is personal, proactive, and educational with a goal to help his clients live better lives through investment and financial planning support. 

Henry received his Bachelor of Arts in Economics and Finance at Clark University, where he both pitched for their varsity baseball team and met his long-time friend and co-founding Stablepoint partner Chris Griffith. Both Co-Founders credit their collegiate athletic careers, and many years as close friends, as leading to a coaching and advice-driven approach to the clients of Stablepoint Partners. Both Henry and his wealth management team have been recognized by Forbes as Best-In-State Financial Advisors and have been considered top performers at their previous firms.

Henry started his wealth management career in 2001, working at A.G. Edwards, UBS Financial Services, and most recently Morgan Stanley, prior to founding the Independent Registered Investment Advisory Firm (RIA) Stablepoint Partners with Chris. This was an important transition to independence that is focused on the clients of the practice, and the core values of independent and object advice, innovation, and reimagining the client wealth management experience.

Henry lives in the Squantum section of Quincy with his wife Kim and his two children Olivia and William.  For Henry, his family and community remain important parts of his life outside of Stablepoint Partners. He is a trustee at the First Congregational Church of Squantum, and enjoys golf, basketball, and staying engaged with the non-profits in his surrounding community. 

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