
Wyatt Platts
Client Service Associate
“Life is about courage and going into the unknown” – The Secret Life of Walter Mitty
With a focus on conscientious intricate problem solving and an aptitude for connecting with others, Wyatt Platts supports the firm’s mission of delivering personalized tax, legal, and financial services to individuals and families. His emphasis on operational precision and collaboration and detail ensures the seamless execution of each client’s financial goals.
Wyatt works closely with the MPW team to manage accounts, coordinate client communications, and promptly deliver the multifaceted services of the firm. He is driven by the opportunity to engineer thoughtful strategies that empower families to enjoy the present while planning for a multi-generational legacy.
Before joining Matthias Private Wealth, he gained experience at a leading global financial institution, where he supported the improvement of corporate retirement plan benefit programs. He earned a Bachelor of Business Administration in Management from Southern Methodist University, where he strengthened his foundation in business principles and developed a passion for financial planning. Committed to lifelong learning, he earned a Minor in History and was a Pre-Law Scholar. Wyatt is invested in deepening his knowledge across the wealth management, legal, and tax disciplines. He is dedicated to delivering efficient and personalized service, taking pride in building meaningful relationships with each client.
Growing up in Idaho and as an Eagle Scout, Wyatt is an outdoors enthusiast. Outside of work, Wyatt also enjoys rooting for his SMU Mustangs, theatre, film, cheering on the SMU Mustangs, and discovering new restaurants in Orlando, and he is a welcome addition on trivia night.