No matter what phase of your life you are in - Wealth Transfer, Wealth Preservation, Wealth Accumulation - a comprehensive plan supported by experienced and trusted wealth advisors will enhance your success. The Professional 401k Advantage provides a comprehensive process for creating and managing optimum 401k plans for partners and owners of profitable and successful professional practices.
We help you make informed and smart decisions regarding your money and achieving financial security.
We help you make informed and smart decisions regarding your money and achieving financial security.
Services
Norman J. "Skip" Santori and Maria E. Peters joined together to form one of the nation's very first independent fee-based wealth management firms. Since 1993, Santori and Peters have served a small and exclusive group of clients who expect the best independent, objective and personalized wealth management advice from their advisors.
With 86+ years of combined experience, Santori & Peters, Inc. offers independent and personalized wealth management advice to select clients. We are your independent financial advocate. By providing education, utilizing state of the art technology and providing options and what-if scenarios, we enable you to make informed decisions regarding your financial future.
Wealth Transfer: Careful planning to pass on your wealth for the positive benefit of the people you love requires the expertise of trusted advisors. Wealth Preservation: A dynamic wealth preservation strategy means that you successfully enjoy, protect, and preserve your lifestyle while maintaining your financial independence, free of worry.
At Santori and Peters, our main objective is to help you make smart decisions about your money. To do so, we use a systematic process to determine what type of plan will help you target your goals. Our Independent Lifestyle Process is a step-by-step wealth management process delivered in three phases.
At Santori and Peters, we are driven to provide the highest possible level of client service. We make an exceptional effort to understand your needs, values and goals before recommending any wealth strategies. Our guidance is tailored to your specific goals, and is prudent and appropriate based on your objectives.
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