Satovsky Asset Management, LLC
"Satovsky Asset Management (SAM) was established in 2007 to establish multi-generational relations with a knowledgeable and trusted wealth management team. By focusing on the little things, and coaching our clients at every step of the way, we have been fortunate to serve clients and families all around the world."
Extra Info
Title: Home
URL Source: http://www.satovsky.com/
Markdown Content:
Hyper-personalized Asset Management
We take it Personally
Satovsky Asset Management was established as a New York City independent boutique wealth management firm in 2007 to offer a level of alignment and personalized service that extends beyond a traditional wealth advisory relationship. We treat our clients as family, maintain the utmost commitment to the highest standard of fiduciary duty and, unlike other firms, take your financial success personally.
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.
Questions?
We know your time is valuable, We promise not to waste it.
Bringing together diverse skillsets and expertise to serve you
At Satovsky, every client works with the firm, never with one individual. Our diverse team of professionals collaborate to bring innovative thinking, technical expertise, and a shared passion for improving people’s lives to everything we do.
Jonathan Satovsky
CFP®, ChFC®, CIMA®, CPWA®, CDFA®, DACFP
CEO, Chief Behavioral Coach
Combining Human Experience
With The Latest In Digital Technology
We work with some of the industry’s leading technology platforms to improve performance, automate processes, and minimize stress all while providing clients a better user experience.
We take your successpersonally
Committed to Fiduciary Excellence
Research
Driven by evidence-based research, our tailored portfolio solutions bring your interests into alignment with the latest in science, technology and academia.
Meaningful Relationships
Here, everyone is treated like family. Our goal is to create deep and life-long connections founded on trust, honesty, and a bond that surpasses the typical relationship between a financial advisor and client.
Continued Education
We put great emphasis on continued education and staying abreast of industry trends and developments to maintain the highest standard of expertise, tools, and practices.
Wealth is the ability to fully experience life.
HENRY DAVID THOREAU
Promoting Peace Of Mind Through Investor Education & Financial Literacy
Your Rich Life: A Human Approach to Investing and Building the Wealth of Your Dreams
by Jonathan Satovsky
Your Rich Life offers a roadmap for achieving financial wellbeing, providing a crash course in behavioral finance with simple steps to develop the right mindset to maximize lifetime returns.
Explore Our blog Insights
Performance Anxiety
In discussing performance anxiety, I realized the importance of authenticity. Early in my career, I often felt anxious about providing the “right” answers. My breakthrough came when I started admitting when I didn’t know something and only spoke within my areas of expertise. This approach alleviated much of my anxiety and built trust with my colleagues. Authenticity not only reduces...
I’ve always believed that knowledge alone isn’t enough. It’s the execution that truly drives success, especially in investing. Ongoing research and education are critical, but having a strong system to...
Embrace growth by understanding your SWOT: strengths, weaknesses, opportunities, and threats. This framework isn’t just for businesses; it’s a powerful tool for personal self-assessment. By recognizing these factors, we can...
I often wonder what the future holds for data protection in the age of quantum computing. As quantum technology becomes more prevalent, current security measures may no longer suffice. This...
New Address
149 Spring Street, 4th Floor, New York, NY 10012(212) 584-1900