Satovsky Asset Management

At Satovsky Asset Management (SAM), we are a New York City-based independent boutique wealth management firm dedicated to providing a unique and personalized approach to multi-generational wealth advisory. Established in 2007, our firm is built on the principles of fiduciary excellence, hyper-personalized asset management, and a commitment to helping our clients achieve financial wellbeing and peace of mind.

Our Philosophy

We believe that wealth is more than just a number; it's the ability to fully experience life. Our philosophy is centered around developing meaningful relationships with our clients, treating them like family, and taking their financial success personally. We combine human experience with the latest in digital technology to provide innovative solutions that cater to each client's unique needs and goals.

Our Team

Our team of professionals is diverse, experienced, and passionate about improving people's lives. From our CEO and Chief Behavioral Coach, Jonathan Satovsky, to our Chief Investment Officer, Avi Berg, and our team of wealth strategists, client service associates, and executive administrative assistants, every member of our team is dedicated to providing exceptional service and expertise to our clients.

How We Serve

We offer a range of services designed to help our clients achieve financial freedom and peace of mind. Our hyper-personalized approach brings together financial planning, investment management, and behavioral coaching to develop investor habits and strategies for long-term abundance and peace of mind. We use evidence-based research to create tailored portfolio solutions that align with the latest in science, technology, and academia. Our goal is to create deep and life-long connections with our clients, founded on trust, honesty, and a bond that surpasses the typical relationship between a financial advisor and client.

Our Commitment to Education

We believe that financial literacy is the key to making informed decisions about one's financial life. That's why we place great emphasis on continued education and staying abreast of industry trends and developments. Our CEO, Jonathan Satovsky, has even written a book, "Your Rich Life: A Human Approach to Investing and Building the Wealth of Your Dreams, " which provides a roadmap for achieving financial wellbeing and promoting peace of mind through investor education and financial literacy.