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 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.