The Independent Lifestyle Process ™
Santori & Peters, inc.
Our Wealth Management Consulting Process
Human Element
Get to know you and your family on a deeper level and get clear on your core values.
*You will have more clarity as to what is important to you and your family than you have ever had.
Advance Planning
Our Systematic Processes where we will show you what’s possible.
We start by stress testing your plan to ensure that this is actually going to work. There is no guessing here. This is very intentional and takes your plan from haphazard to methodical.
*You will have more confidence in your financial future and your financial plan than you have ever had.
*You will have more confidence in your financial future and your financial plan than you have ever had.
Cohesive Team
We put together a team of coordinated elite professionals that will work together to help you achieve your goals.
*You will have more certainty that you have a team of professionals in your corner watching out for you than you have ever had.
*You will have more certainty that you have a team of professionals in your corner watching out for you than you have ever had.
Santori & Peters, inc.
Our Wealth Management Consulting Process
Human Element
Get to know you and your family on a deeper level and get clear on your core values.
*You will have more clarity as to what is important to you and your family than you have ever had.
Advance Planning
Our Systematic Processes where we will show you what’s possible.
We start by stress testing your plan to ensure that this is actually going to work. There is no guessing here. This is very intentional and takes your plan from haphazard to methodical.
*You will have more confidence in your financial future and your financial plan than you have ever had.
*You will have more confidence in your financial future and your financial plan than you have ever had.
Cohesive Team
We put together a team of coordinated elite professionals that will work together to help you achieve your goals.
*You will have more certainty that you have a team of professionals in your corner watching out for you than you have ever had.
*You will have more certainty that you have a team of professionals in your corner watching out for you than you have ever had.
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 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
The goal is to create a wealth management plan that is right for you. We conduct a comprehensive evaluation of the entire range of your financial needs with our recommendations for moving forward.
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.