Satovsky Asset Management Employee Directory
Investment ManagementNew York, United States11-50 Employees
Satovsky Asset Management is an independent boutique wealth management firm based in New York, founded in 2007. It provides an integrated suite of services that combines financial planning, investment management, and behavioral coaching. The firm emphasizes a long-term perspective in portfolio construction and investor education to support informed decision-making. Through a mindful, client-centered advisory approach, it aims to build meaningful relationships with those it serves. Its client focus centers on individuals seeking enduring wealth management and guidance beyond numbers. By blending planning, investment oversight, and behavioral coaching, Satovsky Asset Management seeks to cultivate disciplined habits and strategies that promote long-term stability and peace of mind.