Plan, Invest, and Retire with Confidence
We help diligent savers create reliable retirement income, lower taxes on withdrawals & RMDs, and invest with an institutional mindset—focused on costs, tax efficiency, and risk.
Our typical clients have between $2–10 million of investable assets. We also work with households in the $500k–$2M range who value the same strategies and institutional approach.
What We’ll Cover in Your 30–45 min Call
- • Create a reliable retirement income plan
- • Strategies to lower taxes on income & RMDs
- • Avoid unnecessary fund & advisory fees
- • Invest like pensions & endowments (risk‑aware)
- • Custom roadmap — not a cookie‑cutter template
Free Guide: 7 Tax‑Smart Moves for Retirement Withdrawals
A concise checklist to help you reduce lifetime taxes, avoid common RMD mistakes, and coordinate Roth conversions with your income plan.
- • When (and when not) to convert to Roth
- • Sequencing withdrawals across accounts
- • Asset location: where to hold what
- • Charity & QCDs: how to do it right
What We Do
Our Offices
Wellesley (Flagship)
Serving MetroWest: Wellesley, Newton, Needham, Weston, and surrounding communities.
By appointment • In‑person or Zoom
Peabody (North Shore)
Convenient for the North Shore: Beverly, Salem, Danvers, Lynnfield, and nearby towns.
By appointment • In‑person or Zoom
Anthony Gillaizeau, MsFA, MBA, CRPC®
Planning‑first advisor focused on retirement income, tax strategy, and institutional‑style investing with a practical, educational approach.
Peter Brunton, CFA®
Portfolio strategist with experience managing institutional‑caliber portfolios, emphasizing risk management, cost, and tax efficiency.
Ready to get clarity on your retirement plan?
Book a short, no‑pressure strategy session. We’ll discuss income, taxes, and a plan that fits your goals.
Your guide is on the way 🎉
Check your inbox for the download link. Want personalized help applying the strategies?
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