Satovsky Asset Management logo

We Are Satovsky Asset Management

A mindful approach to multi-generational wealth advisory

Satovsky Asset Management was established in 2007 to align mindfulness with financial wealth advisory through investor education, long-term portfolio solutions and a deep commitment to meaningful relationships. By focusing on the little things, and coaching our clients every step of the way, we have proudly grown the Satovsky family to serve high-net worth individuals, multi-generational families, and institutions around the world.

quotes

Wealth is the ability to fully experience life.

HENRY DAVID THOREAU

Satovsky Asset Management teamwork

Invested in the
Wellbeing of Others

We passionately believe in the value of philanthropy and playing an active role in our community. Each year a portion of our annual profits is gifted to charitable causes, community programs and global impact initiatives.

Giving Back

Talk to an Advisor today

Satovsky Asset Management logo
Facebook-f Linkedin Twitter
232 Madison Avenue, Suite 400 New York, NY 10016
(212) 584-1900

© 2024 SATOVSKY ASSET MANAGEMENT | PRIVACY POLICY | FORM CRS | TERMS OF USE/DISCLAIMERS
NOT FDIC INSURED. NOT BANK GUARANTEED | MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL | NOT INSURED BY ANY STATE OR FEDERAL AGENCY

Please Introduce Us

If you know someone who could benefit from Satovsky Asset Management’s holistic approach to wealth management, we would truly appreciate your referral.

Your friend's information

All fields are required.

Your information

All fields are required.

When you refer me, the person you refer will receive an email with a link to my website. From there, they can learn more about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. I will receive your contact’s information and may reach out to them directly.

Preview the email
Share on: