Satovsky Asset Management (SAM) 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, and maintain the upmost commitment to the highest standard of fiduciary duty.
Our holistic approach brings together behavioral coaching, financial planning, and investment management to develop investor habits and strategies for long-term abundance and peace of mind. All great relationships are built on trust. We know that when it comes to finding a partner to help you manage your wealth, your decision is as personal as it is financial.
Our holistic approach brings together behavioral coaching, financial planning, and investment management to develop investor habits and strategies for long-term abundance and peace of mind. All great relationships are built on trust. We know that when it comes to finding a partner to help you manage your wealth, your decision is as personal as it is financial.
Services
Satovsky Asset Management (SAM) 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 SAM family to serve high-net worth individuals, multi-generational families, and institutions around the world.
Satovsky Asset Management (SAM) 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 SAM family to serve high-net worth individuals, multi-generational families, and institutions around the world.
The foundation of our approach is always academic-based research and pure mathematics, but every client comes to us with a unique set of circumstances. There is no absolute correct path for all, but there is likely a correct path for each individual.
Whether your goal is for financial independence, to pay for a child's college education, or to create and maintain multi-generational wealth, we look at your financial life holistically to bring your principles, lifestyle and financial aspirations into harmony.Working with a trusted advisor to minimize unhealthy behavior leads to more-informed investment decisions and, subsequently, better long-term investment returns.
Whether your goal is for financial independence, to pay for a child's college education, or to create and maintain multi-generational wealth, we look at your financial life holistically to bring your principles, lifestyle and financial aspirations into harmony.Working with a trusted advisor to minimize unhealthy behavior leads to more-informed investment decisions and, subsequently, better long-term investment returns.
The foundation of our approach is always academic-based research and pure mathematics, but every client comes to us with a unique set of circumstances. There is no absolute correct path for all, but there is likely a correct path for each individual.
Whether your goal is for financial independence, to pay for a child's college education, or to create and maintain multi-generational wealth, we look at your financial life holistically to bring your principles, lifestyle and financial aspirations into harmony.Working with a trusted advisor to minimize unhealthy behavior leads to more-informed investment decisions and, subsequently, better long-term investment returns.
Whether your goal is for financial independence, to pay for a child's college education, or to create and maintain multi-generational wealth, we look at your financial life holistically to bring your principles, lifestyle and financial aspirations into harmony.Working with a trusted advisor to minimize unhealthy behavior leads to more-informed investment decisions and, subsequently, better long-term investment returns.
Asset Consolidation Can Help Us Stay Aligned--Together Expanding What is Possible With Your Wealth. Investors commonly focus on the returns of their investment portfolio and overlook or minimize the intrinsic value derived from investing in the advisory relationship. At SAM, our deepest commitment is to nurture meaningful, life-long relationships based on trust, integrity and familiarity.
Reviews (1)
Stacy Stoup
Aug 23, 2021
Report
