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Peter Ankeny (CFP®)

Peter Ankeny focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives

Planning Specialties

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.

Additional Information

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. Career • Mechanical Engineer – Eaton Corporation, Enclosed Control and Hydraulics Division • Wealth Planning Associate and Financial Advisor – UBS Financial Services Inc, Private Wealth • Wealth Associate and Wealth Advisor – Lake Street Advisors Education • CERTIFIED FINANCIAL PLANNER™ • 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

NAPFA Start Date

May 23, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

36 Maplewood Ave Portsmouth, NH 03801 Phone: (603) 314-8308
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