FOUNDER: Founder and principle Jonathan Satovsky, CFP, ChFC, CIMA is a professional wealth manager, specializing in comprehensive financial planning and customized investment solutions. Through years of experience working with high-net-worth families, he believes that independence, expert knowledge, and integrity are key elements to navigating the complex financial services industry for the benefit of his clients.
Jonathan M. Satovsky, CFP®, ChFC®, CIMA®
Jonathan M. Satovsky, founder of Satovsky Asset Management, built his reputation by focusing on four principles: professionalism, personal client relationships, thorough research and customized solutions that strive to maximize returns and minimize risk. With the economic landscape continually changing and investment opportunities and options continually expanding, a focus on research is important to Jonathan. He believes that it’s critical to stay current in order to right-fit products, services and investment instruments that will most effectively meet the unique needs of each of his clients. Jonathan puts great emphasis on continued education, as staying abreast of industry trends and developments, and being aware of the latest options across the landscape, provides him with the expertise, tools and resources to best serve his clients. Recognizing that there is no silver bullet or one size fits all solution, offering client-centric solutions was vitally important to Jonathan. His focus is on understanding each client’s unique vision, goals and preferences and aligning advice and portfolio structure in a custom-tailored manner to help his clients achieve financial peace of mind. Continually seeking opportunities to enhance the value he can bring to his clients’ lives, Jonathan obtained the designation of Certified Financial Planner (CFP). He also became a Chartered Financial Consultant (ChFC) as well as a Certified Investment Management Analyst (CIMA). He attended The Wharton School in their private Wealth Management Program. Jonathan is an active member of Tiger21, a learning network for high-net worth investors that focuses on improving members’ investment acumen, as well as exploring common issues of wealth preservation, estate planning, and family dynamics. In addition, he has previously been a member of the Institute for Private Investors (IPI), and is currently a part of Vistage International, a private advisory group for executives. With over $400 million in assets under management, his independent, professional, client-centered approach has clearly resonated with high-net worth investors.