Peter Wolynski
Helping people retire and save taxes.
Calculated Wealth · Madison, Wisconsin
Peter Wolynski is a fee-only financial advisor at Calculated Wealth in Madison, Wisconsin. Peter charges a percentage of assets and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Founders
- Executives
- Pre-retirees
- Retirees
- Multi-generational families
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.
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
Facts
| Firm | Calculated Wealth |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $100M - $500M |
| Firm founded | 2020 |
| Firm size | 2 - 5 employees |
| Investment approach | Passive management |
| Firm size | 5 employees |
| Website | calcwealth.com/peter |
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Questions about Peter
Is Peter Wolynski a fee-only financial advisor?
Yes. Peter Wolynski is listed in the public advisor directory (listed as fee-only).
How does Peter charge for financial advice?
Peter charges a percentage of assets.
Where is Peter Wolynski based?
Peter Wolynski is based in Madison, Wisconsin.
What does Peter specialize in?
Peter's specialties include small business owners, retirement planning, family wealth transfer, sustainable & impact investing and pension planning. Peter works with high earners, ultra high net worth, founders, executives and pre-retirees.
How much does Calculated Wealth manage?
Calculated Wealth reports $100M - $500M in assets under management.
How do I contact Peter Wolynski?
Through Peter's website, calcwealth.com/peter.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Calculated Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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