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 provides wealth management, financial planning, investment management and family‑office style consulting to high‑net‑worth individuals, trusts, estates, retirement plans, charitable organizations and businesses. The firm manages roughly $975 million in regulatory assets across discretionary and non‑discretionary accounts and offers ERISA 3(21)/3(38) plan services as well as a technology‑forward advisory option delivered through a third‑party automated platform. The firm’s investment approach emphasizes goals‑based, tax‑aware portfolio construction with a preference for low‑cost, passive implementation while permitting active tilts (for example toward small, profitable or value‑oriented businesses) and the selective use of structured notes and private placements for qualified investors. SAM implements strategies on both discretionary and non‑discretionary bases (the brochure reports the majority of assets are managed on a discretionary basis) and incorporates tax‑sensitive techniques such as asset location and tax‑loss harvesting, including through its automated platform partnership. Notable operational features disclosed in the brochure include that a firm principal maintains broker‑dealer registration and insurance agent licenses and may offer commissionable insurance and annuity products (with associated conflict disclosures). The firm also co‑owns and uses a proprietary technology platform for data aggregation, planning and AI‑assisted workflows, which it makes available to clients at no additional charge and discloses as a material conflict of interest.

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.