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.
Founded
2007
Focus
Multi-generational wealth
Approach
Financial Planning • Investment Management • Behavioral Coaching
Wealth
Wealth is the ability to fully experience life.
Ready to discuss your wealth for the next 30+ years?
It all starts with a conversation: your goals — our system and discipline.
