Santori & Peters

Creating legacies that last for generations. That's our promise at Santori & Peters, a wealth management firm proudly serving Pittsburgh and beyond. We believe everyone deserves to achieve financial security and live the life they dream of.

1. Empowering families & individuals

• Comprehensive wealth plans tailored to each client's unique needs and goals
• Guiding individuals through every stage of life, from wealth transfer to preservation and accumulation
• Providing guidance on estate planning, retirement planning, and investment strategies

2. Guiding business owners

• Helping maximize the value of your business beyond just financial metrics
• Identifying your values and purpose to clearly articulate your legacy
• Developing strategies for sustainable growth and financial clarity.

3. Corporate retirement planning

• Partnering with businesses to establish and optimize their retirement plans
• Guaranteeing employee financial security through tailored investment solutions
• Enhancing your brand reputation by prioritizing employee wellbeing.

Our core values

• Integrity: We uphold the highest ethical standards and act with transparency and accountability.
• Client-centricity: Your success is our success. We prioritize your needs and goals above all else.
• Collaboration: We work alongside you, building a personalized plan that aligns with your vision.
• Sustainability: We believe in building lasting legacies that transcend generations.

Our independent lifestyle process

1. Discovery: We take the time to understand your unique goals and aspirations.

2. Strategy development: We create a customized plan based on your needs and aspirations.

3. Implementation: We execute your plan efficiently and proactively.

4. Review & monitoring: We track your progress and make adjustments as needed.

Who we serve

• Families & individuals: Individuals at all stages of life seeking financial guidance.
• Business owners: Entrepreneurs who desire to maximize value creation and define their legacy.
• Corporate retirement plans: Businesses that prioritize the financial security of their employees.

Join us in creating a lasting legacy. Contact Santori & Peters today and let us help you achieve financial success and fulfillment.