Money is Time,
Values, and Freedom
At Satovsky Asset Management, we believe money is more than numbers on a page. It’s your time, your values, your freedom and the security you pass on to the people you love.
Since 2007, we’ve partnered with individuals, families, and entrepreneurs to create financial plans as unique as the lives they live. Every strategy we design is rooted in a simple promise: we put your best interests first, always. That’s fiduciary excellence in action.
Hyper‑Personalized Wealth Management
No two clients are alike, so why should their financial plans be? We take the time to understand your goals,
your circumstances, and even your personality, so every recommendation fits your life perfectly.
Tailored Solutions
Asset structure, liquidity planning, and risk management — without templates or compromises.
Behavioral Coaching
Smart investing isn’t just about what you know, it’s about what you do. We help you navigate market noise, stay calm through volatility, and make decisions that keep you on track, year after year.
Fiduciary Excellence
We’re legally, and proudly, obligated to act in your best interest. That means no hidden agendas, no commissions, and no conflicts of interest. Just clear, transparent advice you can trust.
Multi-Generational Relationships
Our work doesn’t end with you. We help prepare the next generation to understand and grow the wealth you’ve worked hard to build, so your values live on alongside your assets.
0%
Hidden fees
100%
Transparent reporting
24/7
Client portal access
Your Journey with Us
Working with us is a journey
It begins with meaningful conversations to understand your goals, challenges, and dreams. We then create a customized plan to simplify, grow, and protect your wealth. Finally, we provide ongoing guidance and behavioral coaching to help you make confident choices, no matter what the markets do.
Conversation & Diagnosis
We clarify your goals, constraints, horizon, and risk attitude. We gather a full picture of assets and obligations.
Personal Plan
Portfolio model, tax efficiency, liquidity, and scenarios — all in one plan.
Ongoing Guidance
Rebalancing, monitoring, and behavioral coaching so you make confident decisions in any cycle.
Your financial life deserves more than generic advice
It deserves a partner who knows you, champions you, and guides you through every season of life.
Contact us today to schedule a complimentary review of your goals.
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