Peter Wolynski
Helping people retire and save taxes.
Peter Wolynski · Madison, Wisconsin
Is this you, Peter?
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About
We’ve intentionally designed Calculated Wealth with a boutique approach. Most advisory firms are obsessed with scale, stretching the advisor’s attention between 100+ families per advisor.
Instead, we prioritize deep connection, which requires intentionally limiting our partnerships to nice and deliberate families focused on the future.
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Who they serve
- High earners
- Ultra high net worth
- Founders
- Executives
- Pre-retirees
- Retirees
- Multi-generational families
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Social Security Planning
- Retirement Planning
- Tax Strategy
- Wealth Management
- Business Succession Planning
- Charitable Giving
- Debt Management
- ESG/Impact Investing
- Financial Advice & Coaching
- Insurance/Risk Management
- Life Transition Planning
Structured record
| Name | Peter Wolynski |
|---|---|
| Firm | Peter Wolynski |
| Location | Madison, Wisconsin |
| Fee model | Percentage of Assets (AUM) |
| AUM | $100M - $500M |
| Founded | 2020 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Investment approach | Passive management |
| Website | https://calcwealth.com/peter/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Sustainable & impact investing
- Pension planning