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Matthew Gerard Wyllie

RWA Wealth Partners

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About Matthew Gerard Wyllie

Matthew Wyllie is a financial advisor with RWA Wealth Partners located in Newton, Massachusetts. Matthew has been in the financial industry since 2004 and has a Series 7 and Series 66 license. Matthew is also a Certified Financial Planner (CFP). The firm's other services include Financial Planning, Estate Planning, Tax Return Preparation & Filing, and Portfolio Management. RWA Wealth Partners is a registered investment advisor (RIA) and provides financial advice to individuals, corporations, charitable organizations, and pension plans. The firm has assets under management of over $15 billion.

Firm Information

Matthew Wyllie is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model provider fee

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Matthew Wyllie’s Registration & Firm History

MA

02/28/2012 - Present

RWA Wealth Partners (NEWTON MA)

MN

09/07/2004 - 09/26/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

09/07/2004 - 09/26/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/30/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Gerard Wyllie.
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