Business Details
Trusted Wealth Management & Legacy Planning Services
Santori & Peters is a fee-based wealth management firm dedicated to helping clients create lasting legacies through personalized financial strategies. Our team specializes in wealth transfer, preservation, and accumulation, serving business owners, families, and individuals at every life stage. We focus on aligning financial plans with core values to ensure long-term success and generational impact. With expertise in corporate retirement planning, we help businesses strengthen employee stability while maximizing value for business owners.Our commitment to transparency, no hidden fees, and client-centric service positions us as trusted advisors in the financial industry. We operate with a clear mission: to empower clients to live their ideal lifestyles through informed, strategic financial decisions.
Services
Wealth Management
Retirement Planning
Legacy Planning
Financial Consulting
Investment Strategies
Highlights and features
- We offer fee-based, commission-free wealth management tailored to client goals
- Our team specializes in intergenerational wealth planning for business owners
- We focus on aligning financial strategies with personal values and legacy goals
- We provide transparent pricing with no hidden fees or commissions
- Our advisors have deep expertise in corporate retirement plan consulting
Services
Wealth Management
Our wealth management services create customized strategies for asset growth, protection, and distribution. We help clients navigate wealth transfer, tax optimization, and long-term financial security. Our advisors work closely with clients to develop plans aligned with their life goals and family legacy objectives.
Retirement Planning
Corporate retirement planning solutions help businesses implement effective employee benefit programs. We specialize in designing plans that enhance employee satisfaction while meeting employer objectives. Our approach considers tax advantages, investment options, and long-term sustainability for growing companies.
Legacy Planning
Legacy planning services focus on creating enduring family wealth and values transmission. We help clients define their desired impact across generations through strategic estate planning and charitable giving. Our process ensures financial security and family harmony for future generations.
Business Valuation
Business valuation services determine accurate company worth for succession planning or sale preparation. We analyze financial performance, market position, and growth potential to maximize business value. Our approach helps owners make informed decisions about their company's future.
Investment Advisory
Our investment advisory services create diversified portfolios aligned with risk tolerance and financial goals. We employ evidence-based strategies for long-term growth while maintaining disciplined risk management. Regular portfolio reviews ensure ongoing alignment with changing market conditions and client needs.
Questions
What services does Santori & Peters offer?
We provide wealth management, retirement planning, legacy planning, business valuation, and investment advisory services for individuals and businesses.
Are you fee-based or commission-based advisors?
We operate as a fee-based firm with no hidden commissions, ensuring unbiased advice focused solely on client needs.
How do you work with business owners?
We help business owners maximize company value, plan for succession, and create personal wealth strategies aligned with their professional achievements.
What areas do you serve?
While based in Canonsburg, PA, we serve clients throughout Pittsburgh and surrounding regions with comprehensive financial planning services.
How is legacy planning different from estate planning?
Our legacy planning goes beyond asset distribution to include values transmission, family impact, and creating lasting generational wealth.
