Fee-only financial planning and wealth management in Portsmouth, New Hampshire.
Wolf Pine Capital is based in Portsmouth and serves families, professionals, executives, and business owners throughout the Seacoast and across the country.
We provide ongoing financial planning and investment management for people navigating increasingly connected decisions about investments, taxes, retirement, equity compensation, business wealth, estate planning, and family legacy.
A modern advisory relationship, based in the Seacoast.
Most client meetings are held virtually, making it easy to work together wherever you live or travel. In-person meetings are also available in the Seacoast New Hampshire area.
What we help with
- Comprehensive financial planning
- Investment management
- Tax-aware planning
- Retirement and financial independence
- Estate and multigenerational wealth coordination
- Equity compensation and concentrated stock
- Business-owner and liquidity-event planning
- Charitable giving
Independent. Fee-only. CFP® led.
Wolf Pine Capital is an independent registered investment adviser. Clients work directly with Peter Ankeny, CFP®, and pay Wolf Pine Capital for advice rather than through commissions on financial products.
Flat-fee and asset-based options
We offer flat-fee financial planning for Seacoast households who want ongoing advice, and wealth management for those who also want us to manage their investments.
Wealth management clients pay either a flat annual fee or a percentage of the assets we manage. Planning-only clients, who manage their own investments, pay a flat annual fee.
Frequently asked questions
Do I need to live in New Hampshire?
No. Wolf Pine Capital is based in Portsmouth and works with clients in multiple states, subject to applicable registration requirements.
Are meetings virtual or in person?
Most meetings are virtual. In-person meetings are available in the Seacoast New Hampshire area.
How is Wolf Pine Capital paid?
Wolf Pine Capital is fee-only. Wealth management clients pay either a flat annual fee or 0.65% of assets under management, and planning-only clients pay a flat annual fee. Our Fees page shows what each costs and includes, and our Form ADV Part 2A has complete details.
Do you offer flat-fee financial planning in Portsmouth?
Yes. Our planning-only service, sometimes called advice-only planning, is a flat annual fee for clients who manage their own investments. Wealth management clients can also choose a flat fee. We meet virtually or in person in the Seacoast New Hampshire area.
