Travis William Shultz

Wealth Management Advisor

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


Travis is a pleasure to work with and is exceedingly patient. Not only does he understand financial planning, but he is able to break it down in to easy to understand language and concepts to someone without great financial aptitude, like myself. Travis has really helped my wife and I through so many transitions (kids, house, job transitions, etc.). He does a great job listening to and fielding my questions and really educating me on our financial process. I'd recommend Travis to anyone who wants assistance putting together a good financial future. He is really good at what he does. I think my favorite thing about Travis is his ability to both make recommendations, but also tailor the financial plan to the goals my wife and I have. I don't feel pressured working with Travis which really helps build the relationship I have with Travis. I also love that he is available and answers the phone when I call or responds to email in a very timely fashion. Great guy and a huge shout out to his team as well. They are great and they get things done!

- Ronny W, client


Travis is the real deal. There is no individual I would trust more with managing my finances than Travis. I’ve been working with Travis for 7 years now and in that time he has helped me with a variety of strategies for both diversifying and protecting my income. He always has your best interest in mind. Time and again Travis has helped me find solutions that are right for me and my family. On top of all this, Travis is genuinely one of the nicest people I have ever met. I would recommend anyone have a conversation with Travis, so much that I have referred him to multiple people over time that now work with him as well!

- Greg D, client

Since my wife and I began our financial planning journey at NWM, Travis has been there to guide us. Patient, practical, and knowledgable, Travis provided us with suggestions and guidance we could use right away to make our retirement a reality. His no nonsense approach impressed us and relieved a lot of the stress we'd felt about retirement before coming to NWM. His team is always friendly, responsive, and helpful. We feel very fortunate to have met Travis and look forward to having him as a financial partner for many years to come. Thank you Travis!

- Mike M, client


My husband and I began working with Travis in 2020, as we wanted to get more serious about financial planning for our family. While we believed we had a good foundation, Travis worked with us to optimize our savings and investments diversification. He tailored his advice to our current situation (two young kids) and our goals. Travis gracefully and thoughtfully balanced our individual needs--my husband has much more experience and knowledge of investing than I do--and always made sure we understood the options and recommendations he proposed. Travis personally helped us feel much more comfortable investing than we'd done in the past. With his help over the past year, we feel much more secure and confident in our retirement goals and life insurance policies, and know our children are set up for success. We hope to continue working with Travis for years to come! 

- Kara H, client


I've been working with Travis for several years and appreciate his responsiveness and how thorough he is in explaining options to me. No question is too smart or too uneducated. I'm not one of his big clients, but he always makes me feel that way. I also appreciate the human being Travis is, and although that may not matter to some people when it comes to financial matters, it matters to me a great deal. 

- Jeannie T, client 


Travis is excellent. I could not ask for a better person to help me plan my financial future. I started working with him 4 years ago and went in with very little knowledge about retirement planning. Travis is patient and took the time to make sure I understood what I was doing with my money before committing to it. He is easily reachable whenever there are questions/concerns. I really enjoying working with Trav!

- David D, client


I began working with Travis in 2013 as a graduate student. Despite not feeling like I was in any kind of position to begin saving, Travis showed me what small but important steps I could take to start saving and planning for my future right then. As I've grown in my career, Travis has continued to help me make more confident steps investing in my future and retirement. He always has my best interests in mind and has never pressured me to make a move I'm not comfortable with. Not only has he helped me plan retirement, but he takes the time to understand both short and long term life goals and gives advice on steps to take to achieve them. I've never hesitated to recommend Travis to friends and am always happy to hear how much he has helped them as well.

- Eric J, client


Travis helped my husband and I realize the gap we had between reality and our goals. He helped us determine the nice-to-have vs. the need-to-have, and I feel confident we are setup for a happy retirement. He helped find a balance of investments that kept me comfortable with my conservative tendencies without pushing us to take too many risks, yet continue to grow. He has also been available whenever we have had quick questions and made me confident that he wasn't going to just set us up and disappear! I highly recommend Travis to help you set up your financial future!

- Darien S, client


Travis has been my financial advisor for just over 6 years and I've always felt confident that he has my best interest in mind. He's always quick to explain and re-explain how we're going to achieve my financial goals and he never pushes me to invest in ways I don't fully understand. I would highly recommend Travis to any of my friends or family.

- William W, client


I've been working with Travis for the past 2.5 years, and he has been a phenomenal thought-partner and advisor to me and my husband. In our many interactions, I've always felt strongly that Travis has had our family's best interest at heart and that he is invested in our financial success. Travis is easy to work with - he is a great listener, has great attention to detail, is knowledgeable about the wide variety of topics we bring, and is quick in his response times. Over time, we've become more confident in our financial decisions and have laid groundwork for our retirement. I couldn't recommend him enough! 

- Amy L, client


My wife and I have been working with Travis and his team for the last few months and everyone has been great! Travis created a financial and life insurance plan for me and my family and I am very pleased with the work he's done. He helped me understand the importance of investing in my family's financial future and guided me through the process. He is friendly, professional and very detail oriented. I highly recommend Travis Shultz as a financial advisor. 

- Luis V, client


Travis is wonderful to work with. He explained his thoughts for my financial goals in a clear and concise way that made making my decisions for my financial planning easy. His caring and thoughtful attitutde makes working with Travis a pleasure. His guidance during this past tumultuous year has been exceptional.

- Duane F, client


Travis is extremely helpful and I love the passion he shares in talking financial planning. Coming from the asset management industry, I know the things that should and shouldn't be done. Travis is extremely helpful in thinking things through and his calm assurances are truly appreciated. A cherry on top is that he's a terrific human being in general. 

- Karan B, client


I've been working with Trav for the past 6 years (and look forward to many more to come). I know exactly where we are in our financial journey, and don't ever worry about it, regardless of life changes or market fluctuations. 

- David S, client




The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.


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