Wealth management is what we do.
Creating legacies that last for generations is who we are.
For Families & Individuals
For Business Owners
As a business owner, much of your time and effort is devoted to the growth and success of your business.
We are known for helping successful business owners get clear on what they want to be known for beyond just the money.
Corporate Retirement Planning Services
Invest in your employees’ future stability and happiness, ultimately strengthening your business from within.
As a retirement plan sponsor, you play an essential role in helping your employees save a portion of their earnings for their future needs.
We work together to understand your business and what matters most to your employees.
Wealth management is what we do.
Creating legacies that
last for generations is
who we are.
For Families & Individuals
We believe you deserve to live the life you have always dreamed of living.
No matter what phase of your life you are in — Wealth Transfer, Wealth Preservation, Wealth Accumulation — a comprehensive plan supported by experienced wealth advisors will enhance your success.
For Business Owners
As a business owner, much of your time and effort is devoted to the growth and success of your business.
We are known for helping successful business owners get clear on what they want to be known for beyond just the money.
Corporate Retirement Planning Services
As a retirement plan sponsor, you play an essential role in helping your employees save a portion of their earnings for their future needs.
We work together to understand your business and what matters most to your employees.
Legacy
- Clarity on your values and what you want to be known for beyond just the success and money.
- Becoming stronger as a family each generation. Because the statistics show 70% of family businesses never make it to the second generation.
- The impact you can create while you are still alive and beyond…for the people you haven’t even met yet.
We are known for helping successful business owners create a /ˈleɡəsē/ for their families that will last for generations.
Schedule a Free Consultation
Let us help you with your financial goals and investment strategies
Schedule your consultation with Santori & Peters and speak with one of our representatives today!
Phone
(412) 373-6904
Fax
(412) 373-6903
Office Location
380 Southpointe Blvd
Suite 130
Canonsburg, PA 15317
Schedule a Free Consultation
Let us help you with your financial goals and investment strategies
Schedule your consultation with Santori & Peters and speak with one of our representatives today!
Phone
(412) 373-6904
Fax
(412) 373-6903
Office Location
380 Southpointe Blvd
Suite 130
Canonsburg, PA 15317