Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Theodore Shumaker is a financial advisor registered with RWA Wealth Partners in Newton, MA. Matthew has been working in the financial industry since June 2015 and holds a Series 65 license. He is also a Certified Financial Planner. Matthew specializes in providing financial planning, portfolio management for individuals and businesses, and estate planning. He works with a variety of clients, including individuals, families, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Model provider fee
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MA
05/31/2018 - Present
RWA Wealth Partners (NEWTON MA)
IA
Issued 05/16/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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