Our Core Values
Family First
Our clients and employees are the core of our business, so we treat them like family. We work with you to build a family vision that will last multiple generations and ensure families continue their legacies long after they’re gone.
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 are committed to educating ourselves and our clients so that they can make informed decisions to untangle the complexities that wealth creates. By embodying a mindset of continuous improvement, we challenge our best practices and work relentlessly to exceed our client’s expectations so that they may live out their dreams.
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