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
Meet Your Team Of Family-Oriented Professionals
Certifications & Designations
Dedicated to continued education and bound by the highest industry standards
We Advise With Purpose
At Satovsky Asset Management, we align mindfulness with financial wealth advisory through investor education, long-term portfolio solutions, and a deep commitment to meaningful relationships. If you are interested in joining our accoladed team of professionals, please see the open opportunities below.
Educational Ecosystem
Books, webinars, podcasts, and articles — resources to help clients make informed decisions and stay calm in the face of uncertainty.
What We Value
From the start, our values have been centered around the acrostic FAMILY. We put our community at the heart of everything we do and look after our clients with utmost care, as if they were our own relatives. As a family-oriented firm, we operate in a team-based environment based on the principles of collaboration, continuous learning, honesty, and integrity.
Fiduciary Duty
Family Focus
Discipline & Resilience
Our Benefits
Competitive Salary
Discretionary Bonus Pool
Health Insurance
401(k) Retirement Plan
Flexible Work Environment
Enhanced PTO
Continuing Education
Discretionary Bonus Pool
Team Building Events
Client-Focused Events
Health and Wellness Program
Subscriptions to Periodicals
Employee Appreciation Program
Mentorship and Growth Opportunities
Wealth is the ability to fully experience life.
Ready to discuss your wealth for the next 30+ years?
