The Independent Lifestyle Process ™

Santori & Peters, inc.

Our Wealth Management Consulting Process

Santori & Peters, inc.

Our Wealth Management Consulting Process

WHAT IS WEALTH MANAGEMENT?

INVESTMENT CONSULTING + ADVANCED PLANNING + RELATIONSHIP MANAGEMENT

Advanced Planning is the area where we can help you the most and address the Key Concerns of affluent families:

Wealth Preservation – How can we make sure that we have enough money to fund your lifestyle, whether simple or extravagant.

Wealth Enhancement – How can we mitigate the taxes we are paying?

Wealth Transfer – How do we maximize the transfer of wealth to our heirs?

Wealth Protection – How do we protect our assets against unjust litigation or divorce?

Charitable Giving – How do we maximize the impact of our gifts to the charities and causes we care about?

Wealth Management Plan

Our goal is to help you develop a wealth management strategy tailored to your unique financial situation. We take a comprehensive approach, evaluating various aspects of your financial needs and providing personalized recommendations for the future.

Our plan also offers access to a network of carefully selected experts, each with a high level of knowledge and skill in key financial areas.

SCHEDULE A 20 MINUTE INTRODUCTORY CALL

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