What We Do


Santoro Financial Group provides its private clients with solutions to preserve and grow capital safely while reducing the tax erosion on family wealth. Using a sophisticated holistic planning approach we ensure each client has financial clarity and certainty in their plan.

OUR APPROACH

HOW WE WORK WITH CLIENTS

TAILORED SOLUTION

We take the time necessary to create a personalized plan. Our customized recommendation is based on your specific situation and unique financial, family, and philanthropic goals.

CUSTOMIZED DISCOVERY

Our discovery process is all about you. We understand that every client is different. Our detailed approach helps clearly define your goals, gaps, and opportunities. This ensures that the strategy going forward will optimize your wealth and mitigate risk.

UNIQUE THINKING

We see things differently. The solutions we implement for our clients offer unique opportunities for growth and tax minimization. A few strategic adjustments can have a significant impact on your long term wealth.

EXPERT ADVICE

Our sophisticated holistic planning approach allows us to look at your overall plan and provide expert advice in the areas we know best. This approach ensures you will have confidence and certainty in your plan.

EXCEPTIONAL SERVICE

We care deeply about our clients. While your financial success is our focus, we aim to develop trusting relationships that go beyond this. We are passionate about helping our clients live their dreams, experience happiness, enjoy great health, and make a difference.

TEAM APPROACH

Many of our successful clients already have financial experts on their team that they trust such as accountants, money managers, etc. Our solutions do not disturb these existing relationships. We work in collaboration with these professionals to ensure you receive superior service and advice.

OUR SERVICES

WHAT WE OFFER OUR CLIENTS

ESTATE PLANNING

WEALTH ACCUMULATION

BUSINESS SUCCESSION PLANNING

ALTERNATIVE TAX STRATEGIES

RETIREMENT PLANNING

RECORDS ORGANIZATION

Client Words

HOW WE ADD VALUE

LEARN HOW OUR STRATEGIES CAN WORK FOR YOU

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