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 and trusted wealth advisors will enhance your success.
business, meeting, partnership-6839039.jpg

For Business Owners

We believe you deserve to receive maximum value for your life’s work from your business.

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.

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 and trusted wealth advisors will enhance your success.

For Business Owners

We believe you deserve to receive maximum value for your life’s work from your business.

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.

business, meeting, partnership-6839039.jpg

Legacy

/ˈleɡəsē/ noun
  1. Clarity on your values and what you want to be known for beyond just the success and money.
  2. Becoming stronger as a family each generation. Because the statistics show 70% of family businesses never make it to the second generation.
  3. 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

Monroeville Office

One Monroeville Center
3824 Nortern Pike, Suite 450
Monroeville, PA 15146

Canonsburg Office

380 Southpointe Blvd
Suite 130
Canonsburg, PA 15317

Name

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

Monroeville Office

One Monroeville Center
3824 Nortern Pike, Suite 450
Monroeville, PA 15146

Canonsburg Office

380 Southpointe Blvd
Suite 130
Canonsburg, PA 15317

Name