Our Story
Either you can choose your legacy
or it will be chosen for you.
Santori & Peters Difference
What are we for:
We stand for getting to know and understand your true family values, and against selling products.
Our commitment to you:
Our Challenge to you:
We are going to challenge you to get clear on what you want your legacy to be. We are going to help you be intentional about it – doing it by design not by default.
Our Story
Our firm was built on the foundation of entrepreneurship and family businesses.
This still applies today as we work with wealthy individuals and business owners.
Either you can choose your legacy
or it will be chosen for you.
Santori & Peters Difference
What are we for:
We stand for getting to know and understand your true family values, and against selling products.
Our commitment to you:
Our Challenge to you:
We are going to challenge you to get clear on what you want your legacy to be. We are going to help you be intentional about it – doing it by design not by default.
Core Values
Family
Education
We are committed to educating ourselves and our clients so that they can make informed decisions to untangle the complexities that wealth creates. By embodying a mindset of continuous improvement, we work relentlessly to exceed the expectations of our clients so that they may live out their dreams.