Peter Ankeny, CFP®
Wealth management with a focus on personalized, family office-style services
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Serving Clients Nationwide
Wealth management with a focus on personalized, family office-style services
Areas of Focus
- Capital Gains
- Cash Flow
- Education Funding
- Employee Stock Options
- Estate Planning
- Family and Money
- Financial Life Planning
- Giving
- High Net Worth
- Inherited Wealth
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Peter Ankeny, CFP®
Hello, I’m Peter Ankeny, the founder of Wolf Pine Capital.With a deep passion for finance and a commitment to transforming the wealth management experience, I established Wolf Pine Capital to offer a unique, client-focused approach. My expertise lies in personalized financial planning, strategic investment management, and effective multigenerational wealth transfer solutions.
My mission is to bring the family office service package to a broader audience, ensuring that each client receives the highest level of care and tailored financial advice.
Background
I started my career as a mechanical engineer, working on enclosed variable frequency drive design and hydraulic-diesel hybrid drivetrains. I loved engineering, but my passion for personal finance ultimately led me to a career in wealth management.
I began at UBS in their private wealth division, building and implementing financial plans for ultra-high net worth clients. I then moved to Lake Street Advisors, where I helped large families navigate the complexities of multi-generational wealth transfer. These experiences in both the wirehouse and independent RIA space have helped shape the vision and practices of Wolf Pine Capital.
When I’m not working, I enjoy skiing, cycling, golf, and jiu jitsu. I was a D1 NCAA alpine skier at Dartmouth, and skiing continues to be a big part of my life. When there is no snow on the ground, I spend my free time cycling and golfing. Jiu jitsu is my latest passion. It offers a humbling experience and keeps me coming back for more.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
36 Maplewood Ave, Portsmouth, NH 03801
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory meeting.We’ll begin by identifying your immediate and long-term financial objectives and any primary concerns. Understanding what matters most to you helps us tailor our advice and address your challenges head-on.
We’ll review your current financial situation to create a baseline for your personalized plan, ensuring all aspects of your finances are considered.
We’ll explain how we’ve helped clients like you, our methods, and the outcomes we aim for. Finally, we’ll discuss actionable steps to develop your personalized financial plan.
Offers Investment Management
Yes
About Wolf Pine Capital
Wolf Pine Capital was born from a desire to transform the wealth management experience. Disenchanted with the impersonal, transaction-focused nature of traditional finance and the high fees typical of many RIAs, we envisioned a different approach. Our mission was to democratize the exclusive, personalized service of family offices, making it accessible to more people.Our name symbolizes this mission: the wolf represents a communal spirit, and the pine, enduring strength. We aimed to create a firm where relationships are paramount, and every client’s financial journey is treated uniquely. At Wolf Pine Capital, we combine transparency, reasonable fees, and a deep commitment to each client, offering a refreshing alternative in wealth management.
Welcome to a new era of financial partnership with Wolf Pine Capital – where your legacy is our priority.
Tailored Financial Solutions
✔️ FINANCIAL PLANNING
Navigate your financial future with confidence. Our approach to financial planning is deeply personalized, ensuring that every aspect of your financial life aligns with your aspirations and lifestyle goals. From managing wealth to planning for life's milestones, we provide you with strategic guidance to make informed decisions, keeping you on track to achieve your long-term objectives.
✔️ INVESTMENT MANAGEMENT
Discover a sophisticated approach to investment management at Wolf Pine Capital. Our strategy centers on maintaining a disciplined asset allocation, minimizing fees, and maximizing tax efficiency to optimize your portfolio’s performance. Let us guide you through the complexities of the market with our expert, tailored advice.
✔️ WEALTH TRANSFER
Ensure your wealth is directed exactly where you intend. Our focus is on crafting clear, effective plans that minimize estate taxes and uphold your legacy's intentions. We guide you through the essential steps of estate planning, ensuring your wealth is preserved and distributed in alignment with your wishes, securing a future that reflects your vision and values.
Unwavering Fee Transparency
0.65% Assets Under Management Fee
At Wolf Pine Capital, simplicity and honesty govern our approach to fees. We charge a straightforward, fixed percentage fee — no hidden charges, no complex structures. Our transparent pricing model is designed to build trust and align our success with yours, ensuring that our advice is always focused on your best interests, not ours.
Education
Bachelor of Arts in Engineering Sciences – Dartmouth College | Bachelor of Engineering Sciences – Thayer School of Engineering at Dartmouth College | Master of Engineering Management – Thayer School of Engineering at Dartmouth College
Hobbies and Interests
- Animals
- Cycling
- Exercising
- Family
- Golf
- Hiking
- Skiing
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dentists
- Divorce
- DIY Investors
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Non-Traditional Clients
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Scientists
- Single Women
- Technology Professionals
- Women’s Finance
- Young Families
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