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Investors commonly focus on the returns of their investment portfolio and overlook or minimize the intrinsic value derived from investing in the advisory relationship.
At Satovsky, our deepest commitment is to nurture meaningful, life-long relationships based on trust, integrity and familiarity.
Our success is contingent on our clients’ success, which bears the most fruit when both parties feel confident that they are “on the same page”. The more deeply we are aligned, the better we can step into your shoes and steward your journey from start to finish, providing guidance no matter what life throws at you along the way.
The management of your finances is analogous to the management of your physical health – most people have one primary family doctor who maintains general oversight over their well-being and refer specialists on an as-needed basis.
Working with multiple advisors, similar to working with multiple family doctors, means you are juggling isolated points of view.
Working with one advisory team allows for more holistic oversight and management of your cash flow and balance sheet, and ensures your assets are working together in a fully integrated way. From a planning point of view, it can also facilitate your estate planning and gifting strategies for maximum results.
Fewer Loose Ends to Manage
Time is precious today. Coordinating multiple advisor relationships and all the associated accounts, passwords and paperwork can stifle your time, flexibility and efficiency. Working with one advisory team eliminates the hassle of becoming a manager of managers.
Simpler Reporting & Administration
Working with one advisory team means all your statements come from one source, and tax reporting related to investment income and dispositions is made easier to manage. Come tax season, your accountant will thank you!
Click a category below to learn more about what is possible with your wealth.
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