Peter Donisanu, ChFC®, AIF®
Transform Your High Earnings into Lasting Wealth | Fee-Only Fiduciary
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Serving Clients Nationwide
Transform Your High Earnings into Lasting Wealth | Fee-Only Fiduciary
Areas of Focus
- Equity Compensation Options
- Estate Planning
- High Net Worth
- Investment Management
- Legacy Planning
- Multi-Generational Wealth
- Retirement Income Planning
- Tax-Efficient Planning
About Peter Donisanu, ChFC®, AIF®
Hi, I'm Peter Donisanu, Chief Investment Officer and Private Wealth Manager at Franklin Madison Private Wealth, the firm I founded in Pittsburgh, Pennsylvania in 2019.I've worked in financial services since 2001. For nearly two decades, I worked at Wells Fargo Investment Institute, where I was a member of the firm's Global Macroeconomic Strategy team and a voting member of its global investment strategy committee, helping develop economic and market forecasts and contribute to the firm's overall investment strategy guidance.
After years of helping shape strategy for one of the country's largest wealth managers, I started Franklin Madison Private Wealth to work directly with clients who wanted more than a generic financial plan. Today, I focus on helping tech professionals, business owners, and high-net-worth individuals approaching or already in retirement navigate equity compensation, tax planning, and investment management through what I call the Premier Wealth Blueprint, my own framework for turning financial complexity into clarity.
My market commentary has been featured in outlets including the Wall Street Journal, Bloomberg, the Financial Times, Nikkei, and Reuters, and I've appeared on CNBC, Yahoo Finance, and Bloomberg Television.
I hold a bachelor's degree in Business Administration from Western Governors University and a Master of Business Administration with an emphasis in Finance from City University of Seattle, and I've completed CFP® Certification Education through The American College.
Outside the office, I live in Pittsburgh with my wife and family, and I'm driven by a personal mission to build a lasting, multi-generational legacy.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Chartered Financial Consultant (ChFC)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
6425 Living Place, Suite 200, Pittsburgh, PA 15206
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Annual Retainer
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the button above to schedule a 30-minute introductory phone call to get clear on your tax, investment and retirement planning questions. Understand where you are today, where you want to be in the future, and how we can help you move forward with confidence. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Franklin Madison Private Wealth
At Franklin Madison Private Wealth, we help successful professionals and families simplify their finances, reduce taxes, and create a lasting legacy.We are a boutique, fee-only Registered Investment Advisor (RIA) based in Pittsburgh, PA. Our expertise includes tax-focused financial planning, stock-based compensation strategies, investment management, and multigenerational wealth transfer.
Founded in 2019 by Peter Donisanu, our firm was built to serve individuals who want more than just a financial plan. Our clients want their money to support the life they’ve worked hard to build, and they want to do it with clarity, confidence, and peace of mind.
Who We Serve
We work with accomplished professionals and their families, including tech professionals navigating equity compensation and business owners, as well as high-net-worth individuals approaching or already living in retirement who want strategic tax planning and comprehensive wealth management to preserve their legacy and maintain financial independence.
Our Services
Our work centers on our Premier Wealth Blueprint, a proprietary framework that brings together financial planning, tax planning, and investment management. In practice, that means helping clients manage equity compensation and stock awards, build tax-efficient strategies such as Roth conversions and tax-loss harvesting, plan for retirement income, coordinate estate and insurance planning, and manage investment portfolios custodied at Charles Schwab.
Through our affiliated practice, Franklin Madison Tax Solutions, LLC, we also offer tax preparation for clients with complex equity compensation, trusts, and multiple income sources.
Why Work With Us
As a fee-only fiduciary, we're compensated directly by our clients rather than through commissions on products we recommend, which we believe helps keep our advice aligned with your best interests. We've also embraced a virtual-first model so we can work with clients across the country, not just in the Pittsburgh area.
Investment advisory services are offered through Franklin Madison Advisors, Inc., which is registered as an investment adviser with the Commonwealth of Pennsylvania Department of Banking and Securities.
Education
City University of Seattle, Master of Business Administration, Finance | Western Governors University, Bachelor of Arts, Business Administration and Management
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Technology Professionals
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