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.
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.
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