Wealth Management
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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Lessons from SVB | Wisdom, Wealth, and Wellness
March 15, 2023
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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The Fundamentals of Donor-Advised Funds
November 14, 2022
As we head into the season of giving and approach the end of 2022, it’s the perfect time to talk…
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Delayed Gratification | Wisdom, Wealth, and Wellness
September 28, 2022
Good morning, good afternoon, good evening. Depending on the part of the world you’re in. This is Jonathan Satovsky of…
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Saving for Education – Have You Considered Your Options?
July 19, 2021
This article explores the importance of having an education savings plan, the main vehicles for saving including their advantages and…
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Looking Forward: Cryptocurrency
July 1, 2021
In this excerpt from SAM's recent webinar event, we discuss the current limitations of cryptocurrency, and specifically bitcoin as an…
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Looking Forward: Current Market Activity and Inflation Trends
June 24, 2021
In this excerpt from SAM's recent webinar event, we address anticipated inflation as the economy begins to re-open by considering…
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Proposed Changes to US Income and Estate Tax Laws
June 17, 2021
In this excerpt from SAM's recent webinar event, Christine Lucero, JD, CFP®, CPWA® provides an update on the proposed changes…
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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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Return on Investment or Return on Relationship?
April 16, 2021
Investors commonly focus on the returns of their investment portfolio and overlook or minimize the intrinsic value derived from investing…
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