Insights

Personalized Wealth Advisory Santori & Peters emphasizes independent and personalized wealth management, attracting high-net-worth clients seeking tailored financial strategies and expert guidance.

Technology Utilization The company leverages advanced tools such as JSON-LD, Google Tag Manager, and other tech stacks to enhance client engagement and provide data-driven solutions, offering opportunities for tech integrations and digital service expansion.

Growth and Innovation Recent launch of RomanceScout indicates the firm's interest in innovative offerings and niche marketing, signaling potential for expanding service portfolios and targeting specialized client segments.

Market Positioning Despite a smaller team, Santori & Peters operates effectively within a competitive space against larger firms, suggesting opportunities for partnerships with complementary financial service providers.

Client Education & Planning Their focus on education and scenario planning presents a chance to cross-sell advanced financial planning tools, educational resources, and premium advisory services to affluent clients seeking active wealth management.

Similar companies to Santori & Peters Wealth Management, Inc.

Santori & Peters Wealth Management, Inc. Tech Stack

Santori & Peters Wealth Management, Inc. uses 8 technology products and services including JSON-LD, Google Tag Manager, UIKit, and more. Explore Santori & Peters Wealth Management, Inc.'s tech stack below.

JSON-LD
Javascript Frameworks
Google Tag Manager
Tag Management
UIKit
UI Frameworks
Astra
Web Platform Extensions
Gravity Forms
Web Platform Extensions
Apache
Web Servers
jQuery Waypoints
Web Tools And Plugins
prettyPhoto
Web Tools And Plugins

Media & News

Santori & Peters Wealth Management, Inc.'s Email Address Formats

Santori & Peters Wealth Management, Inc. uses at least 1 format(s):

Santori & Peters Wealth Management, Inc. Email Formats	Example	Percentage
First@santoriandpeters.com	John@santoriandpeters.com	38%
Last@santoriandpeters.com	Doe@santoriandpeters.com	12%
First@santoriandpeters.com	John@santoriandpeters.com	38%
Last@santoriandpeters.com	Doe@santoriandpeters.com	12%

Frequently Asked Questions

What is Santori & Peters Wealth Management, Inc.'s phone number?

You can contact Santori & Peters Wealth Management, Inc.'s main corporate office by phone at

+1-412-373-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Santori & Peters Wealth Management, Inc.'s official website and social media links?

Santori & Peters Wealth Management, Inc.'s official website is santoriandpeters.com and has social profiles on LinkedIn.

What is Santori & Peters Wealth Management, Inc.'s SIC code NAICS code?

Santori & Peters Wealth Management, Inc.'s SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Santori & Peters Wealth Management, Inc. have currently?

As of December 2025, Santori & Peters Wealth Management, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: M. S.Intern: A. G.: N. S.. Explore Santori & Peters Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Santori & Peters Wealth Management, Inc. belong to?

Santori & Peters Wealth Management, Inc. operates in the Financial Services industry.

What technology does Santori & Peters Wealth Management, Inc. use?

Santori & Peters Wealth Management, Inc.'s tech stack includes JSON-LDGoogle Tag ManagerUIKitAstraGravity FormsApachejQuery WaypointsprettyPhoto.

What is Santori & Peters Wealth Management, Inc.'s email format?

Santori & Peters Wealth Management, Inc.'s email format typically follows the pattern of First@santoriandpeters.com. Find more Santori & Peters Wealth Management, Inc. email formats with LeadIQ.

Santori & Peters Wealth Management, Inc.

Financial ServicesPennsylvania, United States2-10 Employees

Santori & Peters Personal Wealth Management strives to offer independent and personalized wealth management advice to select clients. Trusted advisors use a unique and successful “Independent Lifestyle Approach” with clients that has been a staple of the firms for over 15 years.  By providing education, utilizing state of the art technology and providing options and what-if scenarios, Santori & Peters Personal Wealth Management enable their clients to make informed decisions regarding their financial future.