A complete list of active advisors currently associated with Satis Wealth Management

Warmer can help you find a great advisor at Satis Wealth Management or one who fits your needs even better.

Satis Wealth Management advises high‑net‑worth individuals and families, trusts and estates, charitable organisations, and corporate clients, including a material non‑U.S. clientele. The firm offers comprehensive financial planning and ongoing investment management services — including retirement and estate planning and tax optimisation — and generally works with clients who have at least $1 million in investable assets, with exceptions made in select cases. The firm follows a long‑term, evidence‑based investment process built around strategic asset allocation, low‑cost index vehicles, a priced risk‑factor framework, and a buy‑hold‑rebalance discipline overseen by an Investment Committee. Although discretionary management is the firm’s standard offering and is governed by a formal Discretionary Investment Mandate, the majority of client assets are held in non‑discretionary/advisory arrangements, with periodic reviews and committee oversight. Notable differences from many peers include its dual regulatory filings (UK regulatory authorisation alongside U.S. SEC registration) and a significant non‑U.S. client base, as well as formal affiliations with a trust company (Satis Trustees) and affiliated tax/accounting practices (Satis Tax and Hillier Hopkins LLP). These affiliated trustee and tax/accounting services are available to clients but are disclosed as optional and managed through written policies to address potential conflicts.

To learn more about the advisors currently working at Satis Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.