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.
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