Frequently Asked Questions

Satovsky Asset Management is an independent, boutique wealth management firm headquartered in New York City. Founded by Jonathan Satovsky, the firm has grown over three decades through client referrals alone—serving individuals, families, entrepreneurs, and multi-generational households with financial planning, investment management, and behavioral coaching.

Three things stand out. First, Satovsky has maintained approximately 98% client retention over its history, a reflection of deep, lasting relationships rather than transactional service. Second, behavioral coaching is central to the firm’s approach, not an add-on. Third, Satovsky manages over $1 billion in assets for 350+ multi-generational households, entirely through referrals. There is no sales team. Clients stay because the planning works and the relationship matters.

Satovsky works with individuals, families, entrepreneurs, business owners, and multi-generational households who want a long-term planning partner, not just a portfolio manager. Many clients come to Satovsky during life transitions: retirement, a liquidity event, divorce, inheritance, or the desire to bring the next generation into the financial conversation.

Satovsky provides comprehensive financial planning, evidence-based investment management, behavioral coaching, tax coordination, estate and legacy planning, and wealth advisory for complex family situations. The firm takes a whole-life view, integrating cash flow, risk management, investments, and life goals into a unified strategy.

Behavioral coaching is Satovsky’s core discipline. Markets are volatile. Life is unpredictable. The biggest risk to most financial plans isn’t a bad investment, it’s a bad decision made under stress. Satovsky helps clients build the psychological resilience to stay disciplined through uncertainty, avoid emotional reactions, and make clear-headed choices when it matters most. The goal is confidence and clarity, not just returns.

Satovsky follows an evidence-based investment approach grounded in decades of academic research. The firm emphasizes factor investing, targeting small-cap, value, and profitability factors that have historically been associated with higher expected returns. Satovsky uses institutional-quality strategies from firms like Dimensional Fund Advisors, Avantis, and AQR, and builds globally diversified portfolios designed for long-term wealth building rather than short-term speculation.

It means no two clients receive the same plan. Every financial strategy is built around the client’s specific goals, values, family dynamics, and life circumstances. Satovsky takes the time to understand what matters most to each household, then designs a plan that reflects it. This is not a model portfolio assigned by questionnaire.

Yes. Multi-generational planning is one of Satovsky’s deepest areas of expertise. The firm helps families navigate wealth transfer, estate planning, next-generation financial education, and the complex dynamics that come with shared family wealth. Satovsky’s approach is to build plans that serve not just today’s generation, but the ones that follow.

Yes. Satovsky is a registered investment advisor held to a fiduciary standard, which means the firm is legally and ethically obligated to act in clients’ best interests at all times. This is not a marketing claim, it is the regulatory and moral foundation of every recommendation Satovsky makes.

Absolutely. Satovsky’s planning framework supports clients through every phase, accumulation, transition, spending, and legacy. Whether you are ten years from retirement or already there, Satovsky helps you build a sustainable income strategy, manage tax efficiency, and plan for the unexpected so you can live confidently.

With discipline, not drama. Market volatility is normal, not a crisis. Satovsky prepares clients in advance through behavioral coaching and evidence-based planning so that when markets move, the plan holds. The firm’s role during turbulent times is to be a steady, informed voice, helping clients stay the course rather than react to headlines.

It starts with a conversation, not a pitch. Satovsky takes time to understand your financial picture, your goals, your concerns, and what matters most to your family. From there, the firm builds a comprehensive plan, implements an investment strategy, and establishes a long-term advisory relationship with regular reviews and proactive communication.

Satovsky’s headquarters is at 149 Spring Street in the SoHo neighborhood of Manhattan, New York City. The firm also serves clients nationally and is expanding its presence in South Florida.

Yes. While Satovsky is headquartered in New York, the firm works with clients across the United States. Financial planning, investment management, and behavioral coaching are delivered through a combination of in-person and virtual meetings.

Wisdom, Wealth & Wellness is Satovsky’s podcast, hosted by Jonathan Satovsky. It explores the intersection of financial planning, life design, and personal well-being, featuring conversations with thought leaders on topics ranging from behavioral finance and investing to health, purpose, and resilience. Episodes are available on major podcast platforms.

Yes. Satovsky publishes articles, videos, and podcast episodes on financial planning, investing, behavioral discipline, and long-term wealth management. Jonathan Satovsky is also the author of Your Rich Life, a book on building wealth with intention and purpose. Educational content is available on the firm’s website and social media channels.

You can reach Satovsky by phone at 212-584-1900, through the contact form on the firm’s website at satovsky.com, or by visiting the office at 149 Spring Street, 4th Floor, New York, NY 10012