Institutional-Level Expertise. Boutique Client Service.

Soleil Capital Advisors at SWP provides disciplined wealth management and retirement planning for pre-retirees, retirees, professionals, and families who value clarity, transparency, and long-term thinking. We combine institutional-grade portfolio management with a high-touch advisory and tax planning services —serving clients nationwide.

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CFA Portfolio Manager
25+ Years Experience
Nationwide Client Service
SEC-Registered Fiduciary

A Boutique Team with Institutional Strength

Soleil Capital Advisors is an advisory team within Strategic Wealth Partners (SWP), an SEC-registered investment adviser. Our work is led by a CFA portfolio manager with institutional investment experience and supported by a long-tenured advisory team focused on thoughtful planning, disciplined portfolio management, and clear communication.

We intentionally limit the number of relationships we take on so every client receives the depth of attention and expertise their situation deserves.

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Thank you for joining us! If you'd like to continue the conversation and discuss your specific retirement strategy, we offer complimentary follow-up consultations for all seminar attendees.

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Our Partnership

Peter and Anthony first met in college and have been close friends for over 25 years. Early in their careers, they were roommates in Manhattan while building their foundations in finance. Over time, their professional paths diverged—each developing deep expertise in complementary areas.

Peter became a highly regarded portfolio manager, refining his discipline at one of the nation's leading family offices, before serving as Chief Investment Officer at Strategic Wealth Partners, where he is now Chief Strategist. Anthony built experience across venture capital, private markets, and wealth advisory work, developing a strong focus on client communication and long-term planning.

Though their careers evolved independently, they remained close friends and collaborated periodically. They ultimately reunited to form Soleil Capital Advisors—bringing together institutional-grade investment expertise and a clear, straightforward advisory approach. Their partnership is defined by long-standing trust, complementary strengths, and a shared commitment to thoughtful, client-first service.

Why We're Different

Most advisory teams are assembled for convenience. We're built on 25 years of shared experience, complementary expertise, and a commitment to doing what's right for each client.

CFA-Level Technical Mastery

Peter Brunton, CFA, brings institutional portfolio construction, alternatives expertise, and tax-focused strategies from his tenure at one of the nation's leading family offices. He personally reviews every client portfolio and specializes in alternatives, structured solutions, and tax-aware portfolio management.

A True 25-Year Partnership

Peter and Anthony have maintained their partnership for over 25 years. They've built expertise in different but complementary areas—Peter in institutional portfolio management, Anthony in client relationships and business advisory—and their long-term working relationship means seamless collaboration and deep trust. This is a genuine partnership, not a team assembled for convenience.

Boutique Service, Institutional Resources

We're small enough to know every client personally and respond quickly to your needs, but backed by Strategic Wealth Partners' institutional infrastructure, compliance oversight, and custodial relationships. We intentionally limit our client count to ensure deep relationships rather than transactional service.

Our Mission

We help clients protect their lifestyle, navigate complex financial decisions, and build sustainable retirement income with strategies grounded in evidence-based investing and tax-efficient planning.

Tax-Efficient Wealth Strategies

Disciplined, Research-Driven Portfolio Design

Downside Protection and Risk Awareness

Transparent, Client-First Fiduciary Advice

Long-Term, Relationship-Driven Guidance

A Clear, Disciplined Process

Our process is designed to understand your unique situation, analyze your options, and implement strategies that align with your long-term goals—all while keeping you informed and confident at every step.

01

Discovery & Listening

02

Analysis & Scenario Modeling

03

Strategy Design

04

Portfolio Implementation

05

Monitoring & Adjustments

06

Ongoing Review & Guidance

Who We Work With

We work with discerning clients who value expertise, transparency, and a thoughtful approach to wealth management. Our typical clients include:

Pre-Retirees & Retirees

Individuals and couples approaching or in retirement who need disciplined investment management, tax-efficient withdrawal strategies, and sustainable income planning.

Business Owners

Entrepreneurs navigating liquidity events, succession planning, and tax-efficient wealth transfer strategies. Anthony's M&AP designation adds particular value here.

Corporate Executives & Professionals

High-earning professionals managing stock compensation, deferred compensation, pension decisions, and complex benefit packages.

High-Income Families

Families seeking comprehensive planning, education funding strategies, estate coordination, and multi-generational wealth guidance.

Our Philosophy

We believe successful long-term investing requires discipline, tax awareness, prudent risk management, and clear coordination between your investments and broader retirement strategy. We act as your fiduciary partner, helping you make informed, confident financial decisions. We intentionally limit our client count to ensure we can provide the depth of service and personal attention each relationship deserves.

What We Do

We offer a comprehensive suite of wealth management services designed to address the complex financial needs of our clients.

Comprehensive Financial Planning

Retirement Income & Distribution Strategies

Income Maximization Strategies

Tax-Efficient Investment Management

Alternative Investments & Private Markets

Business Owner & Liquidity Event Planning

Executive Compensation & Pension Guidance

Risk Management & Insurance Review

Estate & Legacy Coordination

Social Security Optimization & Withdrawal Strategy

Our Team

Led by CFA Portfolio Manager Peter Brunton and Managing Partner Anthony Gillaizeau, our team combines institutional-grade investment expertise with high-touch client service.

Portrait of Peter Brunton, CFA

Peter Brunton, CFA

Chief Strategist & Senior Portfolio Manager

Peter leads our investment strategy and portfolio construction. Previously a Portfolio Manager at one of the nation's leading family offices, he later served as Chief Investment Officer at Strategic Wealth Partners, where he is now Chief Strategist. With over 25 years of experience advising high-net-worth families, executives, and business owners, Peter brings institutional-grade investment expertise and disciplined, evidence-based oversight. He personally reviews every client portfolio and specializes in alternatives, structured solutions, tax-aware portfolio management, and downside protection strategies.

Portrait of Anthony Gillaizeau, MBA, MSFA, CRPC

Anthony Gillaizeau, MBA, MSFA, CRPC®

Managing Partner & Lead Advisor

Anthony leads client relationships and retirement planning for Soleil Capital Advisors at Strategic Wealth Partners. He is known for a practical, straightforward approach focused on helping clients navigate retirement, taxes, and long-term income planning—without unnecessary complexity.

With over 20 years in finance, Anthony has worked across public and private markets and multiple asset classes, including venture capital, wealth management, and commercial real estate. That experience shapes how he applies disciplined risk management and long-term capital allocation principles for business owners and professionals, as well as pre-retirees and retirees.

Anthony works with clients throughout New England and nationally via video and phone.

Portrait of Tim McGannon, CRPC

Tim McGannon, CRPC®

Senior Advisor

Tim brings over 40 years of financial markets experience, including three decades as an institutional bond salesman at Merrill Lynch and Truist Financial, along with an academic foundation from Princeton University. A longtime client of Peter's, Tim was so impressed with the team's disciplined approach and client-first philosophy that he joined as a Senior Advisor to support clients seeking fixed income expertise, income strategy, and wealth preservation guidance. His deep understanding of interest rate structures, bond markets, and institutional portfolio dynamics adds significant depth to our client service. Based in Georgia, Tim works with clients throughout the U.S.

Portrait of Lindsay Spanek

Lindsay Spanek

Client Service Administrator

Lindsay supports client service operations and the administrative needs of the advisory team. With a background in luxury residential real estate, she understands the service expectations of discerning clients and brings that same attention to detail to every interaction—from onboarding to ongoing service. Her communication skills and client-first mindset reinforce our team's high-touch, boutique approach.

Frequently Asked Questions

Here are answers to some common questions about working with The Soleil Group.

How do you charge for your services?

We work on a fee-based model through Strategic Wealth Partners. Our fee structure is transparent and aligned with your best interests. We'll discuss this in detail during our initial conversation and provide a clear explanation of all costs before you make any commitment.

What's your typical client profile?

We typically work with pre-retirees and retirees with about $2 million to $10 million in investable assets, business owners planning for liquidity events, and corporate executives with complex compensation structures. Our clients value technical expertise, tax-efficient strategies, and personalized service.

How often do we meet?

We typically meet with clients quarterly for comprehensive portfolio reviews, especially for new clients, with additional meetings as needed for specific planning questions or market updates. We're also available by phone and email between scheduled meetings whenever questions arise.

What makes you different from other advisors?

Three things distinguish our approach: Peter's CFA credentials and institutional portfolio management background. Our 25-year partnership means we work seamlessly together—this is a long-standing professional relationship, not a team recently assembled. And we manage our client base thoughtfully to provide deep, personalized service rather than transactional interactions.

Do you work with clients remotely?

Absolutely. The majority of our clients work with us via video conferencing and phone, and we've built our practice to deliver the same high-touch experience whether you're in Massachusetts or anywhere else in the U.S. We use secure technology for document signing, portfolio reviews, and ongoing communication. Many of our clients prefer the convenience of virtual meetings, while local clients have the option of meeting in person at our offices in Newton, Wellesley, or the North Shore.

What's your investment philosophy?

We believe in disciplined, evidence-based portfolio construction with an emphasis on tax efficiency, risk management, and downside protection. We're not trying to beat the market—we're trying to help you reach your goals with an appropriate level of risk. Peter personally reviews every portfolio and makes adjustments based on both market conditions and your evolving needs.

How long have you worked together?

Peter and Anthony have been friends for 25 years. Over the years, they built expertise in different areas: Peter in institutional portfolio management (leading family offices, Strategic Wealth Partners CIO and Chief Strategist), and Anthony in venture capital, business transitions, and wealth advisory work. They stayed close throughout their careers and reunited to combine their complementary strengths into Soleil Capital Advisors.

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Whether you're preparing for retirement, evaluating your investment strategy, navigating a major financial decision, or continuing from one of our seminars, we're here to help you move forward with clarity and confidence.

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