Money is Time,
Values, and Freedom
At Satovsky Asset Management, we believe wealth is more than numbers on a page. It is your time, your values, your freedom, and the security you pass on to the people you love.
Since 2007, our New York based boutique wealth management firm has partnered with individuals, families, and entrepreneurs to create hyper-personalized financial plans built around the lives they actually live. Every strategy we design is rooted in a simple promise: we put your best interests first, always. That is fiduciary excellence in action.
Hyper‑Personalized Wealth Management
No two clients are alike, so why should their financial plans be? We take the time to understand your goals,
your circumstances, and even your personality, so every recommendation fits your life perfectly.
Tailored Solutions
Asset structure, liquidity planning, and risk management — without templates or compromises.
Behavioral Coaching
Smart investing isn’t just about what you know, it’s about what you do. We help you navigate market noise, stay calm through volatility, and make decisions that keep you on track, year after year.
Fiduciary Excellence
We’re legally, and proudly, obligated to act in your best interest. That means no hidden agendas, no commissions, and no conflicts of interest. Just clear, transparent advice you can trust.
Multi-Generational Relationships
Our work doesn’t end with you. We help prepare the next generation to understand and grow the wealth you’ve worked hard to build, so your values live on alongside your assets.
0%
Hidden fees
100%
Transparent reporting
24/7
Client portal access
Your Journey with Us
Working with us is a journey
It begins with meaningful conversations to understand your goals, challenges, and dreams. We then create a customized plan to simplify, grow, and protect your wealth. Finally, we provide ongoing guidance and behavioral coaching to help you make confident choices, no matter what the markets do.
Conversation & Diagnosis
We clarify your goals, constraints, horizon, and risk attitude. We gather a full picture of assets and obligations.
Personal Plan
Portfolio model, tax efficiency, liquidity, and scenarios — all in one plan.
Ongoing Guidance
Rebalancing, monitoring, and behavioral coaching so you make confident decisions in any cycle.
Turning Financial Clutter into Clarity:
Enhanced Technology. Human Judgment.
At Satovsky, we use enhanced technology to create a more connected view of your financial life, helping identify risks, evaluate opportunities, and model important decisions before action is taken.
Backed by a secure Data Vault, this approach keeps critical financial information organized in one protected environment, improving clarity, continuity, and confidence.
From scenario planning to tax-aware strategy, these capabilities help keep your plan current, resilient, and responsive.
The goal is not technology for its own sake. It is clearer choices, smarter execution, and more proactive advice, always guided by human judgment and delivered with the personal attention Satovsky is known for.
Experience a more intelligent, secure approach to wealth management.
Experience a more intelligent, secure approach to wealth management.
Your financial life deserves more than generic advice
It deserves a partner who knows you, champions you, and guides you through every season of life.
Contact us today to schedule a complimentary review of your goals.
Wisdom, Wealth, and Wellness Podcast
Your journey to Wisdom, Wealth, and Wellness starts here! Join Jonathan Satovsky as he meets with dynamic guests to discuss how we all can overcome behavioral biases and blindspots.
More Information
In this episode of Wisdom, Wealth and Wellness, host Jonathan Satovsky, interviews wellness speaker Dan Miller, founder of the Eternum Longevity Center. Having spoken to audiences of up to 750,000 people, Dan emphasizes that the body is a leader’s greatest asset. He distinguishes fitness from true health and highlights sleep, nutrition, movement, and community accountability as key longevity pillars.
Your host:
For over 25 years, Jonathan has started with a simple question – How can I help? Driven by a deep curiosity and insatiable appetite for learning, his life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. In his dual role as CEO and Chief Behavioral Coach of Satovsky, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations.
Blog Insights
Satovsky on Retirement Planning
Effective Strategies for Personal Budgeting
Financial Risk
