Community Involvement

Community Involvement

Over a year ago our team began volunteering with local organizations in the greater Boston area.  We hope by giving our support and resources, we can help make a difference in the community.

We’ve had the pleasure of volunteering at a number of great non-profit organizations in the Boston area, most recently Habitat for Humanity, Cradles to Crayons, and Rosie’s Place.

We are honored to serve those who are in need and look forward to continuing our volunteer work in the years to come.




Nicholas James Shultz, CFP®, RICP®

Wealth Management Advisor


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