A Mindful Approach to Multi-Generational Wealth Advisory

Welcome to Satovsky Asset Management, where we believe in a hyper-personalized approach to wealth management.  Whether you’re looking for financial planning, investment management, or behavioral coaching, we’re here to provide the guidance and support you need. Take the first step towards a brighter financial future by filling out our contact form below.

We know your time is valuable and we promise not to waste it.

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Hyper-Personalized Asset Management

We take it Personally

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.

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Bringing together diverse skillsets and expertise to serve you

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.

Jonathan Satovsky

Jonathan Satovsky

CFP®, ChFC®, CIMA®, CPWA®, CDFA®, DACFP

CEO, Chief Behavioral Coach

Wealth Management, Ad landing page, Satovsky Asset Management

Avi Berg

Chief Investment Officer

Christine Lucero

Christine Lucero

JD, CFP®, CPWA®

Head of Private Wealth, CCO

Cade McNaughton Client Service Associate Satovsky Asset management

Cade McNaughton

Client Service Associate

Jacquelyn Espinal Executive Administrative Assistant Satovsky Asset Management

Jacquelyn Espinal

Executive Administrative Assistant

Bo Lan CFA® Investment Analyst Satovsky Asset Management

Bo Lan

CFA®

Investment Analyst

Frank Torrone

Frank Torrone

CFP®, RMA®

Senior Wealth Strategist

Combining Human Experience
With The Latest In Digital Technology

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.

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We take your dreams personally

Committed to Fiduciary Excellence

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.

Satovsky Asset Management Retirement image on beach
quotes

Wealth is the ability to fully experience life.

HENRY DAVID THOREAU

Promoting Peace Of Mind Through Investor Education & Financial Literacy

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

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. 

Explore Our blog Insights

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Process Over Performance | Wisdom, Wealth, and Wellness

Explore the essence of investing beyond mere performance metrics in our latest blog post. Delve into the importance of challenging the bias of hindsight and learn why prioritizing curiosity can help investors navigate the complexities of wealth management with confidence and clarity. Process over performance. If you only evaluate the outcome (and we’re talking about the investing landscape) over the...
After a very strong 2023, markets generally continued to rise in the first quarter of 2024. The S&P 500 rose just over 10%, and international markets were up 5.6%. Another...
Imagine a world where every decision is powered by understanding, not guesswork, understanding. This month, we celebrate that vision. Daniel Kahneman, a Nobel laureate, transformed this approach to thinking, decision-making,...
Discipline. Habits. Cajoling people into doing what’s in their long-term best interest. Two simple ideas: Saving a dime of every dollar and donating a dime of every dollar. The first...
232 Madison Avenue, Suite 400 New York, NY 10016
(212) 584-1900
© 2024 SATOVSKY ASSET MANAGEMENT | PRIVACY POLICY | FORM CRSTERMS 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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