Travis William Shultz

Wealth Management Advisor

  • Mobile 978-302-8940
  • Fax 781-224-1632


Clients often ask me how I ended up in financial planning. When living in Guatemala, I ran a composting company to give jobs to the at-risk youth that lived in and around the dump. I noticed that the young adults would often spend their weekly salary in a day. I began teaching them how to save and spend wisely. Every week we would meet as a group, and often one-on-one, to create healthy financial habits. Volunteers from the States offered to match the employees’ savings dollar for dollar. I got to see firsthand the impact of financial freedom on my friends in Guatemala. This translated into a desire to come alongside people in the U.S. to help them strategize with their financial planning so that they could focus on the things that matter most in life: faith, family, friends, and bettering their communities.



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