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Hyper-Personalized Wealth Management for Individuals and Families
May 18, 2026
For high-net-worth individuals and families, wealth management is about more than portfolio performance. It is about preserving what you have built, protecting your family’s future, and making thoughtful decisions with clarity and confidence. Satovsky Asset Management is a New York based boutique firm offering hyper-personalized service.
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Your investing philosophy is exponentially more important than performance
May 20, 2021
Jonathan Satovsky talks about why it's more important to have a good investing philosophy than obsess about performance. Good…
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Investing is a Lifelong Process – Warren Buffet & Charlie Munger’s Berkshire Hathaway Annual Conference
May 4, 2021
Jonathan Satovsky provides commentary and key insights from Warren Buffet and Charlie Munger's Annual Berkshire Hathaway conference, including the importance…
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Life Insurance Made Simple – Everything You Need To Know
March 31, 2021
This article addresses the uncertainty surrounding life insurance by exploring the different types of life insurance policies available, the different…
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Top Reasons To Sell Restricted Stock Units On The Vesting Date
March 2, 2021
Good afternoon, this is Jonathan Satovsky of Satovsky Asset Management. On today's episode of wisdom, wealth and wellness, I want…
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What Can Tom Brady Teach Investors About Winning?
February 3, 2021
This commentary is an excerpt from our Q4 2020 Market Report, which also features world capital market performance along with…
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The Secret To Mindful Living in 2021 | Wealth, Wisdom & Wellness
December 17, 2020
Jonathan Satovsky reflects on the rollercoaster of 2020, and offers advice on mindful living to bring joy to each moment…
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Bringing Gratitude To Every Moment This Thanksgiving
November 25, 2020
Jonathan shares an important message about the pursuit of joy, and finding gratitude within yourself, even during the most testing…
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Estate Planning & Tax Law Constantly Evolve | How to Execute An Estate Plan
October 21, 2020
An analysis of how current economic activities correlate with market performance, and how long-term investors can safeguard against emotional investment…
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