A complete list of active advisors currently associated with Satovsky Asset Management LLC

Warmer can help you find a great advisor at Satovsky Asset Management LLC or one who fits your needs even better.

Satovsky Asset Management is a wealth management firm that advises high‑net‑worth individuals, trusts, estates, retirement plans, charitable organizations and business entities. The firm offers investment management, financial planning, family office and consulting services, and provides both discretionary and non‑discretionary management as well as a technology‑enabled automated option through a third‑party platform. The firm emphasizes a goals‑based, tax‑aware approach with a general preference for low‑cost, passive structures while also employing factor tilts, structured notes, privately placed alternatives and concentrated‑to‑diversified strategies where appropriate. SAM implements client portfolios to reflect balance sheet, cash‑flow and temperament considerations, manages most assets on a discretionary basis, and uses third‑party tools for execution and automated rebalancing for certain clients. Notable distinctions include that the firm’s principal maintains broker‑dealer registration and insurance licenses to facilitate products such as 529 plans, annuities and insurance contracts, a practice the brochure discloses as a potential conflict of interest. The firm also co‑owns and uses an affiliated technology platform that aggregates client data and incorporates AI‑assisted tools, and it discloses revenue‑sharing and opt‑out provisions for clients who do not wish to share data with that platform.

To learn more about the advisors currently working at Satovsky Asset Management LLC, 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.