Resources
Life Insurance Fundamentals It Pays to Know
March 31, 2025
Finance Tips
Life insurance—it’s one of those categories of wealth management that’s commonly viewed as plain vanilla and a bit dull, or even as one of life’s ...
Read More →
Here’s How the Ultra-Wealthy Set Their Heirs Up for Success
March 31, 2025
Finance Tips
The vast majority of people with $25 million or more of net worth are worried that their heirs may waste the money they inherit someday. ...
Read More →
Five Ways Homeowners May Be Putting Their Wealth and Well-Being at Risk
March 31, 2025
Finance Tips
Affluent families often pay close attention to their investable assets, looking for ways to both protect and grow wealth.
Read More →
Be Wary of Social Media ‘Fin-Fluencers’
November 4, 2024
Finance Tips
Online social media influencers have discovered the world of finance—and they’re doing their best to get your attention so they can tell you what to ...
Read More →
When It’s Time To Update Your Estate Plan
September 16, 2024
Estate Planning
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their ...
Read More →
Don’t Let These Financial Surprises Trip You Up
September 16, 2024
Finance Tips
Surprises on our birthday can make for truly special, wonderful moments. But when it comes to surprises about our finances? Yeah, not so much. It’s ...
Read More →
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