Building lifetime relationships with a knowledgeable and trusted advisory team
A Mindful Approach to Multi-Generational Wealth
Founded in 2007 as an independent boutique wealth management firm in New York City, Satovsky Asset Management is dedicated to creating and preserving multi-generational wealth. Our approach goes beyond the traditional wealth advisory relationship by offering a level of alignment and personalized service that treats our clients as family.
We uphold the highest standards of fiduciary duty, taking your financial success personally. Our hyper-personalized approach combines financial planning, investment management, and behavioral coaching to foster investor habits and strategies that ensure long-term abundance and peace of mind for generations to come.
Bringing Together Diverse Skillsets And Expertise To Serve You
At Satovsky, we understand that your needs are unique, and your time is priceless. Your trust and satisfaction are paramount. Our motto: “If we wouldn’t recommend something to our own loved ones, don’t recommend it to our clients.”
Our team of diverse professionals comes together to offer cutting-edge strategies, technical expertise, and a genuine passion for enhancing lives.
Our mission? To help you achieve a lifetime of joy and abundance. Join us, and let’s build a brighter future together.
Questions? We know your time is valuable, We promise not to waste it.
Combining Human Experience and Talent
With The Latest In Digital Technology
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
Driven by evidence-based research, our tailored portfolio solutions bring your interests into alignment with the latest in science, technology and academia.
Wealth is the ability to fully experience life.
Unlock the wealth of yourdreams with
"Your Rich Life"
A revolutionary guide to smart investing!
Too many people miss their financial potential due to poor planning and self-sabotage. In “Your Rich Life,” seasoned asset manager and financial planner Jonathan Satovsky offers no-nonsense advice on avoiding these pitfalls and maximizing your lifetime returns.
This book is designed to inspire you to achieve true abundance – a richness that goes beyond the size of your portfolio. It’s your roadmap to the wealth of your dreams. Don’t miss out on this opportunity to transform your financial future!
Wisdom, Wealth and Wellness Podcasts
In this episode of “Wisdom, Wealth, and Wellness,” host Jonathan Satovsky welcomes Michael Sonnenfeldt, founder of Tiger 21. They explore sudden wealth syndrome, discussing its psychological and financial impacts. Michael explains Tiger 21’s role in helping individuals navigate wealth preservation post-liquidity events and much more.
Full Video Podcast 32:30
Moments with Jonathan
I just ordered myself some hedge clippers. Why? Because, you know, sometimes trees and plants get overgrown and you’ve got to trim back a little bit. 1:08
Just played the Old Course with my dad and found a number of tremendous lessons learned that apply to life and finances 1:51
How do we design someone’s finances to provide calm confidence? Not just for the moment, but for a year, for a decade, for for a lifetime, for a generation. 1:57