A mindful approach to multi-generational wealth advisory

Satovsky Asset Management
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Stewarding Your Lifetime Pursuit of Wisdom, Wealth and Wellness

Satovsky Asset Management (SAM) was established as a New York City independent boutique wealth management firm in 2007 to offer a level of alignment and personalized service that extends beyond a traditional wealth advisory relationship. We treat our clients as family, and maintain the upmost commitment to the highest standard of fiduciary duty. 

Our holistic approach brings together behavioral coaching, financial planning, and investment management to develop investor habits and strategies for long-term abundance and peace of mind.

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Behavioral Coaching

Financial Planning

Investment Management


Family-Focused Wealth Management

All great relationships are built on trust. We know that when it comes to finding a partner to help you manage your wealth, your decision is as personal as it is financial. 

Our diverse team of talented, dedicated professionals bring an unwavering commitment to ensuring our clients receive the care, attention and expertise they deserve.

Meet the SAM Family

Jonathan Satovsky
CEO, Chief Behavioral Coach
Avi Berg
Chief Investment Officer
Christine Lucero
Head of Private Wealth, CCO
MEET THE TEAM
Your Rich Life Book by Jonathan Satovsky

Promoting Peace Of Mind Through Investor Education & Financial Literacy

Your Rich Life: A Human Approach to Investing and Building the Wealth of Your Dreams

Released in 2019, Your Rich Life offers a roadmap for achieving financial wellbeing, providing a crash course in behavioral finance with simple steps to develop the right mindset to maximize lifetime returns. 

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Active Managers | Wisdom, Wealth, and Wellness

Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of Satovsky Asset Management and on today’s episode of “Seeking Wisdom,...

Insurance Review | Wisdom, Wealth, and Wellness

Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of Satovsky Asset Management and on today’s episode of “Seeking Wisdom,...

The Banking System

About a month ago, I was planning on testing out ChatGPT by having it write the quarterly commentary this quarter, but the volatility in the banks upended that plan. So...

Investments vs. Investors | Wisdom, Wealth, and Wellness

Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is a little early morning “Seeking Wisdom, Wealth, and Wellness,” and a reminder about...

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232 Madison Avenue, Suite 400 New York, NY 10016
(212) 584-1900

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NOT FDIC INSURED. NOT BANK GUARANTEED | MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL | NOT INSURED BY ANY STATE OR FEDERAL AGENCY

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Active Managers | Wisdom, Wealth, and Wellness

Posted May 23, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...
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Your Rich Life Awaits!

Jonathan Satovsky’s audiobook, Your Rich Life: A Human Approach to Investment and Building the Wealth of Your Dreams is available for complimentary download for a limited time. Don’t miss this opportunity to learn how you can seek and achieve financial freedom!

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