Our Core Values
Family First
Our clients and employees are at the heart of our business, and we value the relationships we build with them. We help families define a vision for the future, providing guidance to support their long-term goals and legacy planning across generations.
Humbly Confident
We are confident in our knowledge of advanced planning issues while also being humble enough to know that we are not experts in everything. Confidence without humility breeds blind arrogance.
1% Better
We prioritize ongoing education for both ourselves and our clients, empowering them to make informed financial decisions. By embracing a mindset of continuous improvement, we regularly evaluate and refine our strategies to better serve our clients and support them in working toward their financial goals.
Collaboration
We work closely with our clients and their trusted advisors to identify their core values, present objective solutions, and implement effective strategies to achieve their dreams.
Creating Legacies
We have a responsibility to give back to the communities where we live, work, and play. Not only do we advise clients on ways to make an impact through charitable giving, we create our own legacies.
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