Satovsky Asset Management (SAM) is an independent boutique wealth management firm based in New York City. Established in 2007, SAM offers personalized service and a mindful approach to multi-generational wealth advisory, focusing on stewarding clients' pursuit of wisdom, wealth, and wellness. Their holistic approach combines behavioral coaching, financial planning, and investment management to develop long-term strategies for abundance and peace of mind.
With an unwavering commitment to their clients, SAM treats them like family and upholds the highest standard of fiduciary duty. Their diverse team of dedicated professionals brings expertise in behavioral finance, investment management, and private wealth management, ensuring that clients receive the care and attention they deserve. Through their educational resources, such as the book "Your Rich Life" and the "Wisdom, Wealth, and Wellness" podcast, SAM promotes financial literacy and a human approach to investing, helping clients build the wealth of their dreams.
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