We focus on maximizing our clients’ financial success while minimizing their risk.

We embrace the highest standard of client care: a fiduciary duty to put our clients’ interests first.

We create long-term strategic solutions customized to meet each client’s  financial goals.

We believe in transparency and offer clients 24/7 online access to their financial data and reports.

Independent Wealth Management

Satovsky Asset Management is a New York City-based independent wealth management firm. We serve the financial needs of a limited number of high-net-worth families and investors around the world by creating long-term, holistic solutions that are individually tailored and managed to each client’s unique needs, goals, and obligations.

Financial Transparency

MYSAM Access provides clients a secure 24/7 online view of their financial assets and reports – Learn more.

Register for MYSAM

Contact Us

Telephone: 212.584.1900

232 Madison Avenue, Suite 400

New York, NY 10016

Media/Insights Highlights

Jonathan’s latest video blogs are now available!

Jonathan shares his perspective on international investing with U.S. News & World Report

Satovsky Asset Management, LLC was featured on In View with Larry King
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