Satovsky Asset Management, LLC

Jonathan Satovsky

Satovsky Asset Management

Wealth Management

Financial Planning

Certified FInancial Planner

New York

Behavioral Finance

Value Investing

Growth Investing

wisdom wealth and wellness

NYC financial advisor

retirement planning

asset management

best asset manager

Estate Planning

Boutique Wealth Advisor

Best financial advisor in New York

Satovsky Asset Management, LLC founder Jonathan M. Satovsky, CFP, ChFC, CIMA, CPWA provides financial education, market insights, and investment strategy. Satovsky is an NYC-based boutique registered investment advisory (RIA) firm serving the hyper-personalized financial needs of sophisticated multi-generational families, business owners, endowments, pensions, 401k plans, charitable institutions, and individuals worldwide.

A holistic, personal approach to wealth management considers each client's entire financial picture to create an investment structure aligned with goals. We take your success personally.

Our dedicated team holds various certifications and licenses, including Juris Doctor, Applied Behavioral Finance, CFP®, CPWA®, CIMA®, ChFC®, CFA®, and others.
Disclaimer: https://www.satovsky.com/terms-of-use/