Satovsky Asset Management is an independent wealth management firm solely dedicated to serving the financial well-being of our clients. As a Registered Investment Advisory (RIA) firm, we embrace a fiduciary duty to put our clients first—ahead of our own or anyone else’s interests.
We help our clients accomplish their financial goals by:
- Providing financial advice in an open-architecture environment;
- Identifying investment solutions based on their priorities, needs, and vision;
- Offering the highest standards of client care and personalized service;
- Delivering sound financial advice based on professional expertise and thorough research;
- Utilizing a proprietary portfolio management system that customizes client portfolios and reduces investment risk;
- Enabling transparency through 24/7 client online access to financial data and reporting.