We Are SAM

A mindful approach to multi-generational wealth advisory

Satovsky Asset Management (SAM) 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 SAM family to serve high-net worth individuals, multi-generational families, and institutions around the world. 

Committed to Fiduciary Excellence


Driven by evidence-based research, our tailored portfolio solutions bring your interests into alignment with the latest in science, technology and academia.

Meaningful Relationships

Here, everyone is treated like family. We seek to build meaningful life-long relationships based on trust, integrity, and a familiarity that goes beyond the traditional wealth advisor relationship.

Continued Education

We put great emphasis on continued education and staying abreast of industry trends and developments to maintain the highest standard of expertise, tools, and practices.

Bringing together diverse skillsets and expertise to serve you

At SAM, every client works with the firm, never with one individual. Our diverse team of professionals collaborate to bring innovative thinking, technical expertise, and a shared passion for improving people’s lives to everything we do.

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Jonathan Satovsky, CFP®, ChFC®, CIMA®, CPWA®

Christine Lucero, JD, CFP®, CPWA®

Jason Blumstein, CFA®

Alicia Vignola

Bo Lan

Ben Hart

Jacob Schwartz

CEO, Chief Behavioral Coach

Head of Private Wealth, CCO

Head of Investments & Business Operations

Director of Business Administration

Investment Analyst

Client Operations Associate

Associate Wealth Strategist

  • CEO, Chief Behavior Officer
  • Head of Wealth Management
  • Senior Investment Analyst
  • Senior Investment Analyst
  • Senior Investment Analyst
  • Senior Investment Analyst
  • Senior Investment Analyst

Wealth is the ability to fully experience life.


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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.

Talk to an Advisor today