MYSAM Access

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.

Our Firm

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.