Satovsky Asset Management is a full-service wealth management firm for high net worth families and investors. We specialize in investment management solutions and comprehensive financial planning.
Our holistic approach to wealth management takes into consideration the context of your entire financial picture and enables us to create an investment structure aligned to each client’s unique needs and goals. If requested, we offer comprehensive financial advice including, financial position, protection planning, retirement planning, estate planning and tax planning. We coordinate with your other professionals as needed, i.e. accountant, attorney, etc. We customize a strategic financial plan including a tailored investment portfolio to help you meet your goals and obligations. Ongoing, we monitor and review the progress toward accomplishing your goals and make adjustments as needed in an ever-changing investment landscape. We realize that priorities change depending on time horizon, accumulation of wealth, and personal, economic and tax law changes, and that’s why we develop flexible strategies tailored to your unique circumstances.