WILLIAM PLATT

MANAGING PARTNER
HEAD OF WEALTH MANAGEMENT & FINANCIAL PLANNING

Will is the head of wealth management and planning for firm clients, is a member of the firm’s investment committee, and helps oversee Momentum Risk Management. He joined as a partner at Momentum Advisors in 2014 from PT Wealth Management, an independent wealth management firm he founded in 2010. Prior to starting his firm, he spent 8 years at Mass Mutual, where he focused on financial planning, insurance and investments. He is a Certified Financial Planner and Certified Fund Specialist.

An active member in his community, Will serves on the board of the Open Door, an organization that helps assimilate immigrants by teaching English, job skills and assisting with housing. Additionally, he is an assistant coach for the St. Anthony’s High School varsity football team and has a passion for mentoring and giving back to organizations that provide opportunities for the disadvantaged and disenfranchised.

Will holds a sociology degree from the college of William and Mary, where he played cornerback for the football team.