Team
Matthew Shumaker, CFP®, CWS
Joined
GW&K 2025
Industry
Experience 8 Years
Responsibilities
As a Wealth Advisor, Matt plays a key role on GW&K’s private wealth services team, forging lasting relationships with clients both directly and in partnership with their financial advisors. With a strong grasp of wealth accumulation strategies and planning techniques, he provides thoughtful guidance to help clients grow, protect, and ultimately achieve their long-term goals.
Prior Work Experience
Matt joined GW&K from RWA Wealth Partners where he held a variety of roles including Client Service Associate, Account Manager, and most recently, Wealth Advisor.
Education
Matt earned his Bachelor of Science in Business Administration from Stonehill College and holds a Series 65 license with FINRA. He is both a CFP® professional and a Certified Wealth Strategist (CWS®).
Outside of work, what is your biggest achievement or expected future achievement that you hope to accomplish?
Travel has been such a meaningful part of my life—I once spent three months visiting 16 countries and have explored 30 in total so far. My next dream is to reach 50 countries and every continent, but what excites me most is experiencing those future adventures alongside my family.