A Mindful Approach to Multi-Generational Wealth Advisory

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Hyper-personalized Asset Management

We take it Personally

Satovsky Asset Management was established as a New York City independent boutique wealth management firm in 2007 to offer a level of alignment and personalized service that extends beyond a traditional wealth advisory relationship. We treat our clients as family, maintain the utmost commitment to the highest standard of fiduciary duty and, unlike other firms, take your financial success personally.

Our hyper-personalized approach brings together financial planning, investment management and behavioral coaching to develop investor habits and strategies for long-term abundance and peace of mind.

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Questions?
We know your time is valuable, We promise not to waste it.

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Bringing together diverse skillsets and expertise to serve you

At Satovsky, 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.

Jonathan Satovsky

CFP®, ChFC®, CIMA®, CPWA®, CDFA®, DACFP

CEO, Chief Behavioral Coach

Avi Berg

CDFA®

Chief Investment Officer

Christine Lucero

JD, CFP®, CPWA®

Head of Private Wealth, CCO

Frank Torrone

CFP®, RMA®

Senior Wealth Strategist

Bo Lan

CFA®

Investment Analyst

Cade McNaughton

Client Service Associate

Sherri Lancaster

Client Service Manager

Benjamin Kinsella

CPA

Associate Wealth Strategist

Adam Jonah

Tech Strategist / Engineer

Jacquelyn Espinal

Executive Administrative Assistant

Combining Human Experience
With The Latest In Digital Technology

We work with some of the industry’s leading technology platforms to improve performance, automate processes, and minimize stress all while providing clients a better user experience.

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We take your dreams personally

Committed to Fiduciary Excellence

Research

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. Our goal is to create deep and life-long connections founded on trust, honesty, and a bond that surpasses the typical relationship between a financial advisor and client.

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.

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quotes

Wealth is the ability to fully experience life.

HENRY DAVID THOREAU

Promoting Peace Of Mind Through Investor Education & Financial Literacy

Your Rich Life: A Human Approach to Investing and Building the Wealth of Your Dreams
by Jonathan Satovsky

Your Rich Life offers a roadmap for achieving financial wellbeing, providing a crash course in behavioral finance with simple steps to develop the right mindset to maximize lifetime returns. 

Explore Our blog Insights

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Wealth Management, Home, Satovsky Asset Management

The hardest part of investing… | Jonathan Satovsky

Understanding the toughest part of investing isn’t about choosing where to put your money, but staying committed to your investment path. The constant flow of financial news and trends can be overwhelming, tempting you to chase the latest opportunities. However, it’s the discipline to remain steadfast that truly matters. Today, I talk about why maintaining a steady approach and working...
Ever thought of life as an ongoing journey of research and development? Each experience contributes to our growth, whether a success or a setback. Today, I introduced the term “Blessons,”...
The Power of Gratitude. In our journey through life, it’s easy to get bogged down by daily challenges. However, practicing gratitude can make a significant difference. Here, I discuss how...
In this episode, I dive into the powerful influence that promotion, advertising, and marketing can have on our financial decision-making. Back in my twenties, I learned some tough lessons—chasing hype,...
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(212) 584-1900

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

Tune In

The Wisdom, Wealth, and Wellness Podcast Is Here!

Join Jonathan and his guests as they discuss how to overcome the behavioral biases and blind spots that hold us back.

New episodes drop every other Tuesday on your favorite streaming platform.

Read The Latest From our Blog

This one is not to be missed...

The hardest part of investing… | Jonathan Satovsky

Posted April 1, 2025
Understanding the toughest part of investing isn’t about choosing where to put your money, but staying committed to your investment...

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.

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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.

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