Commitment To Our Clients

At Santori and Peters, we are driven to provide the highest possible level of client service.

To ensure that you are delighted by your experience with us at every step, we offer the following commitments to you:

  • We are genuinely interested in your well-being. Your goals are always uppermost in our minds.
  • We make an exceptional effort to understand your needs, values and goals before recommending any wealth strategies.
  • Our guidance is tailored to your specific goals, and is prudent and appropriate based on your objectives.
  • We work closely with you, staying fully engaged at every step, so that you are empowered to make smart decisions about your money.
  • We meet our deadlines and return calls promptly, generally within twenty-four hours.
  • We are available to talk with you, face-to-face or over the phone, at whatever frequency is most comfortable for you.
  • Honesty is at the core of our professional philosophy. We encourage you to share your opinions, request explanations and express your preferences. In return, every member of Santori and Peters is truthful and forthright in their work, both with each other and with our clients.

Above all, we encourage you to let us know if we ever fall short of your expectations in any way. We consider all feedback to be a gift because it gives us the opportunity to improve our services.

What is Your Risk Number?

Capture your risk tolerance and see if your portfolio fits you. Take A FREE Risk Assessment today!
Get Started!