Peter Ankeny, CFP®
Fee-Only Wealth Management for Multigen Families, Executives & Business Owners
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Serving Clients Nationwide
Fee-Only Wealth Management for Multigen Families, Executives & Business Owners
Areas of Focus
- Business Owners
- Business Transitions
- Capital Gains
- Direct/Personal Indexing
- Divorce Financial Planning
- Education Funding
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Exit Planning
- Family and Money
- Financial Planning
- Giving
- High Net Worth
- High Net Worth Retirement Planning
- Inherited Wealth
- Investing
- Investment Management
- Investment Structure Coordination
- Legacy Planning
- Multi-Generational Wealth
- Retirement Planning
- Risk Management
- Tax-Efficient Planning
- Taxes
- Wealth Management
About Peter Ankeny, CFP®
Hello, I'm Peter Ankeny, CFP®, founder of Wolf Pine Capital, an independent, fee-only wealth management firm based in Portsmouth, New Hampshire.I work with multigenerational families, executives, and business owners navigating complex financial decisions. A significant part of my work focuses on helping families manage, preserve, and transfer wealth across generations. That means looking beyond investment portfolios to consider estate planning, taxes, trusts, family dynamics, and preparing the next generation for the responsibilities that come with wealth.
I founded Wolf Pine Capital to bring the expertise and comprehensive approach of a family office to a more personal advisory relationship. My goal is to help clients simplify their financial lives, make informed decisions, and feel confident that someone is looking at the bigger picture.
Background
I began my career as a mechanical engineer, working on enclosed variable frequency drives and hydraulic-diesel hybrid drivetrains. I enjoyed engineering, but my interest in personal finance ultimately led me to wealth management. My engineering background continues to influence how I approach financial planning, particularly when breaking down complex problems and understanding how different pieces fit together.
I started my wealth management career at UBS in its private wealth division, developing and implementing financial plans for ultra-high-net-worth clients. I later joined Lake Street Advisors (now part of SCS Financial), an independent multi-family office, where I helped families navigate the complexities of significant wealth and multigenerational wealth transfer.
Those experiences shaped my philosophy and ultimately inspired me to establish Wolf Pine Capital.
Outside the Office
When I'm not working, you'll usually find me doing something active. I was a Division I alpine skier at Dartmouth, and skiing remains a big part of my life. I also enjoy cycling, golf, tennis, and jiu jitsu. Jiu jitsu is my latest obsession, although it's been a humbling reminder that I still have plenty to learn.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
36 Maplewood Ave, Portsmouth, NH 03801
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Annual Retainer
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- Percentage of Assets Managed
What to expect in the first meeting
Our first meeting is an opportunity to get to know each other and see whether working together makes sense.We'll talk about your financial situation, what you're looking to accomplish, and any questions or challenges that prompted you to reach out. Whether you're navigating a complex family wealth situation, preparing for a business transition, or simply looking for someone to help coordinate your financial life, I'd like to understand what's most important to you.
I'll explain how Wolf Pine Capital works, the services we provide, and our fee structure. You'll also have plenty of time to ask questions and get a feel for my approach.
There's no need to prepare anything in advance, and there's no obligation. It's simply a conversation to see if we're a good fit.
Click the "Book Intro Call" button above to find a convenient time.
Offers Investment Management
Yes
About Wolf Pine Capital
Comprehensive Wealth Management for Complex Financial LivesWolf Pine Capital is an independent, fee-only fiduciary wealth management firm based in Portsmouth, New Hampshire. We work with multigenerational families, executives, and business owners to help them navigate complex financial decisions, manage their investments, and plan for the future.
As wealth grows, financial decisions become increasingly interconnected. Investment strategies have tax implications. Estate plans influence how assets are owned and transferred. Business interests, trusts, real estate, charitable goals, and family dynamics all introduce additional considerations.
Our role is to help clients understand how these pieces fit together, evaluate their options, and make thoughtful decisions with the bigger picture in mind.
Multigenerational Wealth & Estate Planning
One of our primary areas of focus is helping families manage, preserve, and thoughtfully transfer wealth across generations.
Effective wealth transfer involves more than minimizing estate taxes and determining who receives which assets. It also means preparing the next generation, establishing clear expectations, considering family values, and helping heirs develop the knowledge and confidence to manage their inheritance responsibly.
We help families navigate trusts, gifting strategies, estate planning, charitable giving, family governance, and the financial considerations surrounding inherited wealth. We also coordinate with estate attorneys, accountants, and other professionals to help ensure that financial strategies and legal structures work together.
Investment Management & Financial Planning
Our investment philosophy emphasizes broad diversification, low costs, tax efficiency, and disciplined long-term investing.
We build and manage portfolios around each client's financial circumstances, goals, and risk tolerance. When appropriate, we incorporate strategies such as direct indexing, tax-loss harvesting, customized fixed income, and tax-efficient diversification of concentrated stock positions.
Investment management is integrated with ongoing financial planning. We help clients evaluate retirement decisions, equity compensation, business interests, cash flow, insurance, taxes, charitable goals, and other significant financial decisions.
A Family Office Perspective. A Personal Relationship.
Wolf Pine Capital was founded on the belief that sophisticated wealth management should be approachable, transparent, and personal.
Drawing on experience at UBS Private Wealth and Lake Street Advisors (now part of SCS Financial), an independent multi-family office, we bring the perspective and planning discipline traditionally associated with family offices to an independent advisory relationship.
Clients work directly with founder Peter Ankeny, CFP®, who helps coordinate the various aspects of their financial lives and collaborate with their other professional advisors.
We believe complex finances require thoughtful coordination, clear communication, and a disciplined approach to decision-making. Our goal is to help clients spend less time worrying about their finances and more time enjoying the opportunities their wealth provides.
Independent, Fee-Only & Fiduciary
As an independent, fee-only registered investment adviser, Wolf Pine Capital is compensated directly by clients. We do not receive commissions from selling investments or insurance products.
We offer comprehensive wealth management through either an asset-based advisory fee or a fixed annual fee, allowing clients to select the compensation structure that best suits their circumstances.
We believe in transparent pricing, straightforward advice, and building long-term relationships based on trust.
Education
Dartmouth College
Master of Engineering Management, 2014
Bachelor of Engineering in Mechanical Engineering, 2012
Bachelor of Arts in Engineering Sciences, 2012
Volunteer Experience
Volunteer Ski Patroller | Waterville Valley Resort
I volunteer with the National Ski Patrol at Waterville Valley Resort, helping with mountain safety, providing first aid, and responding to on-mountain emergencies. It's a rewarding way to give back to the skiing community and a sport that's been a significant part of my life.
Hobbies and Interests
- Cycling
- Dogs
- Family
- Fishing
- Golf
- Hiking
- Sailing
- Skiing
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Data Scientists
- Divorce
- DIY Investors
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- High Net Worth
- Individuals
- Intergenerational Families
- Investors
- LGBTQ
- Physicians
- Pre-Retirees
- Professional Athletes
- Real Estate Investors
- Scientists
- Single Women
- Startup Employees
- Technology Professionals
- Women Professionals
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