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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, 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.
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.
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.
© 2022 SATOVSKY ASSET MANAGEMENT | PRIVACY POLICY | FORM CRS | TERMS OF USE/DISCLAIMERS
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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