How We Can Help

Why Santori and Peters for Personal Wealth Management

No matter what phase of your life you are in —

  • Wealth Transfer: Careful planning to pass on your wealth for the positive benefit of the people you love requires the expertise of trusted advisors.
  • Wealth Preservation: A dynamic wealth preservation strategy means that you successfully enjoy, protect, and preserve your lifestyle while maintaining your financial independence, free of worry.
  • Wealth Accumulation: A proven wealth accumulation strategy and collaboration with a trusted advisor from Santori and Peters will put you on the road to success.

— a comprehensive plan supported by experienced and trusted wealth advisors will enhance your success.

In addition to sound investment management advice, at Santori and Peters our clients have relied on The Independent Lifestyle Process™ for over 15 years.

 

Among the very first fee-only financial planners in the nation.

In order to provide a high level of personal attention, we only work with a limited number of high net worth clients. Our clients are professionals, owners of family businesses, and retirees.

In all cases, our clients are seeking a one-to-one relationship with a trusted advisor to help them make wise choices about their money and achieve their greatest life goals.

We specialize in meeting the specific needs of high-net-worth investors, we generally work with clients who have a minimum net worth of $1.5 million, or $1 million in investable assets.

Next: The Independent Lifestyle Process

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