Nick Shultz

Nick Shultz

Wealth Management Advisor

  • CFP®
  • RICP®
  • ChFC®
  • CLTC®
FINRA BrokerCheck
  • CA License: #0I64948

300 Unicorn Park Drive, Floor 3
Woburn, MA 01801
781-224-1613 Visit my website

About my practice

Have you ever wondered what the best strategy is to draw down your assets in retirement when the market is down or taxes are up? We are dedicated to help you grow and protect your wealth and establish the highest likelihood of success. We create custom tailored retirement plans to lower tax burdens on highly taxed individuals & families, review employee benefits & prepare for financial freedom.

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