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Families & Individuals

families
Santori & Peters, inc.

Families & Individuals

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.

With our help, your family will:

  1. Have a legacy that will last
  2. Get clear on your values and what matters most to you as a family
  3. Define what you want to be known for beyond just your success and money
Case Studies

Case Studies

An Individual Family

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

A Widow

A husband and wife came to us for some guidance on their plan. The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.

While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.

Case Studies

An Individual Family

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

A Widow

A husband and wife came to us for some guidance on their plan. The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.

While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.

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

Families & Individuals

families
Santori & Peters, inc.

Families & Individuals

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.

With our help, your family will:

  1. Have a legacy that will last
  2. Get clear on your values and what matters most to you as a family
  3. Define what you want to be known for beyond just your success and money If you are in the market for superclone Replica Rolex , Super Clone Rolex is the place to go! The largest collection of fake Rolex watches online!
Case Studies

Case Studies

An Individual Family

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

A Widow

A husband and wife came to us for some guidance on their plan. The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.

While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.

Case Studies

An Individual Family

We often work with really awesome families who no matter how much money they have, still worry if they have enough to live the life that they want to live.

When we first met with “Mr. and Mrs. Smith” who lived just outside of Pittsburgh where they raised their 5 kids, worked for a few national firms, and were looking to retire in a few years.

A Widow

A husband and wife came to us for some guidance on their plan. The husband had always managed the family finances and was “a do it yourselfer” and liked the thrill of investments.

While he was not in good health he was looking for someone to help take care of his wife and provide oversight on their finances should he no longer be around.

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
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