Business Details
19 Years
experience
Trusted Wealth Management in New York
Satovsky Asset Management was founded in 2007 with a mission to redefine wealth advisory through mindfulness, personalized service, and a commitment to fiduciary excellence. Our approach transcends traditional financial planning by integrating behavioral coaching, investment management, and comprehensive financial strategies tailored to each client's unique goals. We prioritize client relationships over transactions, treating every individual as family while maintaining the highest standards of expertise, transparency, and trustworthiness. With a team of certified professionals, we leverage evidence-based research and cutting-edge technology to deliver hyper-personalized solutions for high-net-worth individuals, families, and institutions worldwide.Our dedication to investor education, philanthropy, and long-term financial peace of mind has earned us recognition as a thought leader in sustainable wealth management. We operate with full transparency, avoiding hidden fees or conflicts of interest, and remain relentlessly focused on aligning clients' financial decisions with their life values and aspirations. The release of our book, Your Rich Life, further underscores our commitment to empowering clients through behavioral finance insights and practical strategies for lifelong financial abundance.
Services
Financial Planning
Investment Management
Behavioral Coaching
Tax Efficiency Planning
Estate Planning
Retirement Planning
Portfolio Management
Investor Education
Wealth Management
Fiduciary Advisory
Details
- Year established: 2007
Highlights and features
- We maintain strict fiduciary standards with no hidden fees or conflicts of interest
- Our team combines 50+ years of collective experience in holistic wealth planning
- We implement evidence-based investment strategies focused on long-term sustainability
- Our behavioral coaching methodology addresses emotional decision-making patterns
- We provide multi-generational family wealth advisory services with personalized education
What people say
Insightful approach
Fosters client trust
Long-term financial success
Valuable investment lessons
Effective behavioral coaching
Services
Financial Planning
Our financial planning service creates comprehensive roadmaps for clients' financial futures. Certified professionals analyze assets, liabilities, and goals to develop customized strategies for wealth accumulation and protection. This service integrates tax, estate, and retirement planning to ensure all financial aspects align with client objectives.
Investment Management
We design sustainable investment portfolios grounded in evidence-based research and risk-adjusted return principles. Our approach emphasizes long-term wealth preservation through diversified, tax-efficient strategies tailored to individual risk tolerances and financial aspirations. We prioritize downside protection and cost control in portfolio construction.
Behavioral Coaching
This service addresses emotional decision-making patterns that impact financial success. Through ongoing education and mindful investment practices, we help clients overcome behavioral biases that typically reduce annual returns by 1.17-6.5%. Our coaching focuses on maintaining long-term discipline during market volatility.
Estate Planning
Our estate planning service ensures efficient wealth transfer across generations. We collaborate with legal specialists to create tailored solutions that minimize tax liabilities while aligning with clients' legacy goals. This comprehensive approach incorporates both foundational planning and complex multi-generational strategies.
Retirement Planning
This service focuses on sustainable retirement strategies balancing accumulation and distribution needs. We develop personalized spending rate frameworks and portfolio structures to maximize financial independence throughout retirement. Our approach considers tax implications and longevity factors in long-term planning.
People
Jonathan Satovsky
CEO, Chief Behavioral Coach
Certified Financial Planner and author with 15+ years leading behavioral finance initiatives, specializing in investor psychology and fiduciary standards.
Avi Berg
CIO | COO
Chartered Financial Analyst with expertise in portfolio management, delivering quarterly market insights and evidence-based investment strategies.
Christine Lucero
Head of Private Wealth
Legal and financial planning professional with 12+ years crafting comprehensive wealth management solutions for high-net-worth families.
Questions
Are you a fiduciary financial advisor?
Yes, we legally commit to act in your best interest at all times with full transparency and no hidden fees.
What services do you offer?
We provide comprehensive financial planning, investment management, behavioral coaching, tax optimization, and multi-generational estate planning.
How is your approach different?
Our hyper-personalized method combines behavioral finance insights with traditional wealth management through a family-focused, technology-enhanced framework.
Do you work with non-NY clients?
Yes, we serve clients globally through digital platforms while maintaining personalized advisory relationships.
How do you handle investment risk?
We employ evidence-based strategies focusing on downside protection, diversified portfolios, and long-term market participation.
Reviews (1)
Stacy Stoup
Aug 23, 2021
Report
It is refreshing to work with an adviser that assists me with creating realistic long term goals, navigate through complicated investment options, educate me on behavioral health and sets me up to achieve my financial independence. The Satovsky team is friendly, responsive and very pleasant.
