Anthony Gillaizeau
Senior Wealth Advisor | Institutional-Quality Strategies for $2–10M Portfolios | Tax-Efficient Retirement Planning | Serving Families throughout New England and Nationally
- Role
- Senior Wealth Advisor, Alternatives at Strategic Wealth Partners
- Location
- Wellesley, MA, US
- LinkedIn followers
- 500 followers
About Anthony Gillaizeau
With over 20 years in finance spanning public and private markets and multiple asset classes, I help business owners, professionals, and families approaching or in retirement bring clarity and structure to their financial plans.I am a Senior Wealth Advisor at SWP, where my work focuses on retirement planning, tax-aware portfolio considerations, long-term income strategies, and holistic financial planning tailored to individual goals and life transitions.My background includes wealth advisory work, venture capital investing and commercial real estate, giving me perspective across varied markets and financial environments. I partner closely with our Chief Investment Stategist, Peter Brunton, CFA, who leads the firm’s investment strategy and provides direct portfolio oversight for clients of SWP.Our approach is straightforward: listen first, analyze thoroughly, and implement with discipline. We work with clients throughout New England and nationally via video and phone.
Experience
Senior Wealth Advisor, Alternatives
Apr 2024 — Present · Boston, MA, US
Senior Wealth Advisor, Alternatives
Education
University of San Francisco School of Management
Masters in Business Administration & Master of Science in Financial Analysis
2012 — 2015
UC Santa Barbara
BA, Global and International Relations
1997 — 2002
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.