Connect business success with your personal financial plan.
We help owners coordinate personal investments, retirement plans, cash reserves, taxes, insurance, charitable goals, estate planning, succession, and liquidity. Before a transaction, we help identify decisions that benefit from time. After a transaction, we help turn concentrated business wealth into a durable personal strategy.
Questions we help you answer
- How much personal wealth should remain exposed to the business?
- What retirement plan design best fits the company and owner?
- How should excess business cash and personal liquidity be managed?
- What planning should happen before a sale or recapitalization?
- How should proceeds be invested after a liquidity event?
- What does financial independence look like beyond the business?
What the planning relationship can include
- A consolidated view of the complete financial picture
- Prioritized decisions and an implementation roadmap
- Investment management aligned with spending and legacy goals
- Ongoing tax-aware planning
- Estate, beneficiary, insurance, and charitable coordination
- Collaboration with other professional advisers
- Regular review as life, laws, markets, and priorities change
A direct relationship with the person providing the advice.
Wolf Pine Capital is intentionally independent and personal. Clients work directly with Peter Ankeny, CFP®, and receive advice shaped by experience with complex and multigenerational wealth.
