The Income Growth strategist

Retirement Planning - Income Maximization 

About Us

The #1 Key to a Successful Retirement

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Let me tell you a secret.....your 401k, IRA, and other retirement assets are simply an ATM machine. The key to a successful retirement is building that ATM balance as high as possible to provide for future withdrawals. 


Rising interest rates, inflationary pressures, and volatility are here. In this environment, creating multiple sources of consistent, growing income is key. Maximizing retirement income is what protects and grows the ATM to ensure you don't outlive assets.

Learn More - Register for Educational Seminar at NVC

Ensure Your Don't Outlive Your Assets: Have a Plan

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We build income growth portfolios customized to your specific objectives and tax profile.  These portfolios utilize a wide range of asset classes to create multiple income streams.


However, you can't build a portfolio without a foundation. That foundation is a concrete retirement plan. We sit down to learn your specific objectives then build a plan focused on tax reduction, asset protection, and income maximization.


Find Out How-Book a Phone Consultation

The Process

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  1. Discover: Sit down to learn about your specific retirement objectives.
  2. Analyze: Review your current and future income sources and expenses to determine tangible steps necessary to reduce taxes, maximize income, and protect your assets.
  3. Construct: Build the portfolio to maximize income growth and reduce unnecessary risk.
  4. Adjust: Dynamically adjust the exposure to each asset based on changing market fundamentals and lifestyle needs. 

My Blog

The Strategy

The Income Growth STrategist

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Peter J. Brunton, CFA

  • Chief Investment Officer of Strategic Wealth Partners
  • 10 years in VP and executive level roles at leading banking and trust institutions
  • Chartered Financial Analyst Designation: 2011
  • Over 12 yrs. of experience working with private clients building retirement plans and customized investment portfolios.
  • 10 yrs. of experience managing income growth portfolios emphasizing equity income strategies, real estate, bonds, preferred securities, and infrastructure assets
  • Avid sports fan, traveler, and movie buff

Upcoming 2 Night seminar

Dates: May 23rd and 30th Location: Napa Valley College Time: 6:30 PM - 9:00 PM Topics: Maximize Retirement Income How to Reduce Taxes Social Security Maximization Financial Basics Foundations of Estate Planning Risk Management

Contact Me

Request A Consultation

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

The Income Growth Strategist

1485 Main Street, Saint Helena, California 94574, United States

(415) 728-5580

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

Disclosures

The Income Growth Strategist, Peter Brunton is an IAR for Strategic Wealth Partners, a registered investment advisory firm. 


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