Matt Shumaker, CFP<sup>&reg;</sup> - Financial Advisor

Matt Shumaker, CFP®

GW&K Investment Management

222 Berkeley St. Floor 15
Boston, 02116
FINANCIAL ADVISOR'S WEBSITE
(617) 850-6438 CONNECT WITH Matt
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General

Matt Shumaker is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at GW&K Investment Management in Boston, and the surrounding communities.

Financial Advisor Overview

We provide individual investors a diverse range of investment strategies, sound advice, and a collaborative experience. Whether you are a seasoned investor, or someone who prefers to delegate planning and implementation to experts, you will find us to be a responsive, resourceful, and trusted partner. Our comprehensive Financial Planning process focuses on discovering your goals and developing creative solutions to ensure they are met both before and after retirement.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CWS

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes

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Helpful Financial Planning Resources