About
We don’t just manage wealth.
We show up
for you and yours.
A firm built on the belief that the best financial advisor is also the most honest one, and that the best financial plan is centered on the people it’s meant to serve.
Fee-based · Fiduciary · Registered Investment Adviser · Canonsburg, PA
Location
380 Southpointe Blvd, Suite 130, Canonsburg, PA 15317
Practice
High-net-worth individuals, families, business owners, and corporate retirement plan sponsors
Registration
Registered Investment Adviser with the SEC
Fiduciary
Legally obligated to act in your best interest in our advisory capacity
Built in Pittsburgh.
Trusted across the country.
Santori & Peters was founded on a simple conviction: that families deserve a wealth management firm that treats their life, not just their portfolio, as the thing worth protecting. We’re based in Canonsburg, PA, just south of Pittsburgh, and we’ve spent years building deep relationships with business owners, families, individuals, and corporate clients across Western Pennsylvania and beyond.
We are lifelong learners. We read, we study, we debate, and we ask hard questions of ourselves, because the families who trust us deserve advisors who are always getting better. Our team continuously develops expertise across investment management, tax strategy, estate planning, business planning, and risk management.
Why “humbly confident” matters to us.
We’re not the loudest advisors in the room, and we don’t intend to be. We’ve earned the experience and expertise to give you honest, grounded counsel, and we have the confidence to tell you what we believe is true, even when it’s not what you want to hear.
But we also know what we don’t know. We ask questions. We bring in specialists. We say “I’m not sure, let me find out” when that’s the right answer. That’s what humbly confident looks like in practice: earned confidence, openly held.
The content we produce is a reflection of our character.
Lessons in Legacy exists because we believe the best advisors teach first. Real numbers, real scenarios, actual strategies explained plainly. We don’t worry about giving too much away, the opposite is true. The more specific and useful the content, the more it demonstrates the depth of our expertise. That’s the philosophy behind everything we publish.
Our approach
The Independent Lifestyle Process™
The Independent Lifestyle Process™ — three pillars that work together, and don’t work nearly as well apart. Most advisors manage a portfolio. We manage your financial world — bringing investments, planning, and relationships into one coordinated strategy.
01
Investment Consulting
A portfolio built around your life. Not the other way around.
We build and manage a portfolio designed around your specific goals, time horizon, risk tolerance, and tax situation. As a fee-based firm, our recommendations are not shaped by commissions or product incentives. All investing involves risk, including the possible loss of principal.
- Goal-specific asset allocation and portfolio construction
- Tax-location strategy across account types
- Risk tolerance assessment and ongoing monitoring
- Regular portfolio review and re-balancing
02
Advanced Planning
Where comprehensive wealth management creates the most value.
This is where most advisors stop showing up. We address four planning areas that determine how much of what you’ve built actually reaches the people and purposes you care about — each coordinated with your independent legal and tax professionals.
- Wealth Enhancement – tax strategy & burden reduction
- Wealth Transfer — estate planning coordination
- Wealth Protection — asset protection structures
- Charitable Giving — intentional philanthropy
- Business exit planning & succession coordination
03
Relationship Management
You shouldn’t have to manage your advisors. That’s our job.
We serve as the coordinator of your financial advisory team — bringing together your CPA, estate attorney, insurance professionals, and other specialists around one unified strategy. We stay proactive. We review your plan when your life changes, not just when the market does.
- Coordination of your full advisory team
- Proactive plan review at life milestones
- Regular check-ins beyond quarterly statements
- Single point of contact for financial complexity
- Ongoing monitoring of tax law & planning changes
OUR VALUES
Three values. Every interaction.
These aren’t values we recite at a team meeting. They’re the standard we hold each other to — in every recommendation, every conversation, and every plan we build.
Family First
Your family is at the center of everything we do. We think about the people who depend on your wealth, not just the wealth itself. We ask about your kids, your plans, your relationships — because the best financial plan is built around the people it’s meant to protect.
“We’re not just thinking about your money. We’re thinking about the people it’s meant to serve.”
Humbly Confident
We’ve earned the experience and expertise to give you honest, grounded counsel — and we have the confidence to tell you what we believe is true, even when it’s not what you want to hear. But we also know what we don’t know. We ask questions. We bring in specialists.
“We’ll tell you what we think — including when we think you’re asking the wrong question.”
Lifelong Learners
The financial world doesn’t stand still, and neither do we. Tax law changes. Estate planning evolves. New tools emerge. We read, we study, we ask hard questions of ourselves — and we share what we learn through every channel we have.
“We study this so you don’t have to. Here’s what we’re learning right now.”
Get to know us.
A 15-minute call. No pitch. No pressure. Just a conversation.
