Assessing your finances just got easier.
How do you know if you’re doing enough to protect and grow your wealth? With Wealthalyze, you can find out in just 10 minutes. Wealthalyze has helped thousands of private investors measure the effectiveness of their wealth strategy, is simple to use, and generates a completely unbiased score that’s easy to understand.
Taking control of managing your wealth just got easier.
Created exclusively by our team of independent advisors, Wealthalyze provides totally unbiased results that you can act on. As an added bonus, Wealthalyze includes a follow-up SWOT (strengths, weaknesses, opportunities, and threats) analysis of your financial situation within two to three business days—so you know exactly where you can make improvements.
If you’re ready to take the next steps in bolstering your finances, whether you’re a wealth management beginner or a seasoned pro, try Wealthalyze for valuable insights to take better control of your financial future.
Assess Your Wealth Management Approach
Fill out the Wealthalyze questionnaire and we’ll send a personalized score and SWOT analysis straight to your inbox. There’s no fee or obligation to get the score and analysis.
Let's Get Started
Submit Assessment
Thank you, you may go back and change any of your answers.
Please submit using the button below and receive your Wealthalyze score instantly!
MEET Peter Brunton
As Chief Investment Officer, Peter oversees the firm’s investment committee, research personnel, and tactical strategies. With his deep well of experience, he is just as adept at delving into fine details with individual clients as he is concepting and implementing innovative high level strategy across the firm.
In addition to being the architect for SWP’s overall investment strategy, Peter manages a nationwide roster of SWP’s largest clients. He is particularly skilled at creating custom built financial plans designed to maximize retirement income, increase investment performance, and decrease the lifetime tax bill. In short; Peter thrives on removing the stress of financial planning by helping clients retire on their terms.
As a Chartered Financial Analyst (CFA®), the highest level of professional recognition in the financial industry, Peter has 15 years of experience in portfolio management, investment research, and planning strategy. He has served in various senior VP roles as a portfolio manager in the asset management, banking, and family-office industries.
Peter earned his BA in history from the University of California Santa Barbara and his MBA in finance from San Francisco State University. When he’s not in the office, Peter can be found spending time with his family, traveling, appreciating global cuisines, hiking, and working on the tennis game.