Matthew (“Matt”) Wyllie is a partner and wealth advisor at RWA Wealth Partners. Matt plays a key role in helping clients achieve their financial goals by providing personalized advice and strategies. His approach involves regularly meeting with clients to assess their financial planning needs and implementing investment strategies that align with their objectives. Matt takes pride in building strong relationships with his clients. His dedication to understanding each client’s financial picture enables him to provide customized advice designed to achieve their financial goals.
Matt joined RWA Wealth Partners in 2005 after serving as a financial planner with American Express/Ameriprise Financial, where he worked with individual clients to implement personal and comprehensive financial planning solutions. He is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Matt graduated from Bryant College with a B.S. in business administration with a concentration in finance. He is a CERTIFIED FINANCIAL PLANNER® professional and also earned his Accredited Wealth Management AdvisorSM designation.
He lives with his wife and daughter in Acton, MA, along with their lovable Redbone coonhound, Charlie.