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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, maintain the upmost commitment to the highest standard of fiduciary duty and, unlike other firms, take your financial success personally.
Our hyper-personalized approach brings together financial planning, investment management and behavioral coaching to develop investor habits and strategies for long-term abundance and peace of mind.
At SAM, every client works with the firm, never with one individual. Our diverse team of professionals collaborate to bring innovative thinking, technical expertise, and a shared passion for improving people’s lives to everything we do.
We work with some of the industry’s leading technology platforms to improve performance, automate processes, and minimize stress all while providing clients a better user experience.
Research
Driven by evidence-based research, our tailored portfolio solutions bring your interests into alignment with the latest in science, technology and academia.
Meaningful Relationships
Here, everyone is treated like family. Our goal is to create deep and life-long connections founded on trust, honesty, and a bond that surpasses the typical relationship between a financial advisor and client.
Continued Education
We put great emphasis on continued education and staying abreast of industry trends and developments to maintain the highest standard of expertise, tools, and practices.
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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