A mindful approach to multi-generational wealth advisory

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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.


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
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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Perplexing Headlines | 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. On today’s episode of “Seeking Wisdom, Wealth,...

What We “Know”

A common theme in our letters over the last year has been that it’s very hard to time the market. In our last quarterly letter, while we acknowledged all the...

The Fundamentals of Donor-Advised Funds

As we head into the season of giving and approach the end of 2022, it’s the perfect time to talk about what we consider to be one of the best...

Multigenerational | 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,...

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Perplexing Headlines | Wisdom, Wealth, and Wellness

Posted November 29, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of...