Satovsky Asset Management, LLC

09/02/2026

WELLNESS · PRINCIPLE EIGHT
Think Across Generations.

“A society grows great when old men plant trees in whose shade they shall never sit.”
— Greek proverb

Wealth that endures across generations, funding education, philanthropy, family enterprise, and the values that gave it meaning, is something else entirely. The work of building that kind of wealth is not primarily financial. It is relational.

At Satovsky Asset Management we help families prepare for succession, inheritance, philanthropy, and the conversations most families never quite manage to have. Done well, this work transmits not only assets but the character that produced them.

WHAT THIS MEANS FOR YOU
We will treat your children and grandchildren as future clients from the day we meet you, because in our experience, they are.

Check us out, you will like what you find.
SATOVSKY ASSET MANAGEMENT
A Hyper-Personalized Boutique Wealth Management
New York – West Palm Beach
satovsky.com

09/02/2026

WEALTH · PRINCIPLE SIX
Protect What You Have Built.

“More money has been lost reaching for yield than at the point of a gun.”
— Raymond DeVoe Jr.

For families who have built substantial wealth, the next dollar of growth matters less than the protection of what already exists. Risk awareness, asset location, tax efficiency, estate structure, and insurance review are not peripheral concerns. They are the architecture of preservation.

Asset location, placing the right asset class in the right account type, and consistent tax-loss harvesting are among the most controllable, evidence-supported sources of after-tax value we can add for the right family. These are not promises. They are documented practices, applied with care.

WHAT THIS MEANS FOR YOU
At Satovsky Asset Management we will examine every dollar through the lens of preservation, not just performance.

Check us out, you will like what you find.
SATOVSKY ASSET MANAGEMENT
A Hyper-Personalized Boutique Wealth Management
New York – West Palm Beach
satovsky.com

09/01/2026

WEALTH · PRINCIPLE SEVEN
Optimize After Tax, Not Before.

“The first rule of compounding: never interrupt it unnecessarily.”
— Charlie Munger

Pre-tax returns are a number on a screen. After-tax returns are the wealth your family actually keeps. The gap between the two is one of the most underappreciated variables in long-term investing, and one of the most controllable.

At Satovsky Asset Management we approach taxation as a continuous discipline, not a year-end scramble. Strategic asset location, tax-efficient withdrawal sequencing, municipal bond positioning where appropriate, gain-loss harvesting, charitable bunching, and Roth conversion analysis are integrated across the entire household, every year.

WHAT THIS MEANS FOR YOU
Your wealth report will show what the IRS leaves behind, because that is the number that actually compounds.

Check us out, you will like what you find.
SATOVSKY ASSET MANAGEMENT
A Hyper-Personalized Boutique Wealth Management
New York – West Palm Beach
satovsky.com

08/26/2026

WISDOM · PRINCIPLE FIVE
Make Behavior Part of the Strategy.

“Individuals who cannot master their emotions are ill-suited to profit from the investment process.”
— Benjamin Graham

Money is not rational. It is connected to security, family, identity, freedom, and fear. Pretending otherwise is the most common mistake in our industry.

At Satovsky Asset Management we integrate behavioral coaching directly into the relationship, not as a service add-on but as the spine of how we work. Long-run research on advisor value — most notably Vanguard’s Advisor’s Alpha framework — finds that behavioral coaching, applied consistently, may be the single largest source of advisor value, concentrated in the moments of greatest market stress. A single well-coached decision during a crisis can offset years of advisory fees.

WHAT THIS MEANS FOR YOU
We are paid, in part, to be the steady voice when steadiness is hardest to find.

Check us out, you will like what you find.
SATOVSKY ASSET MANAGEMENT
A Hyper-Personalized Boutique Wealth Management
SoHo, NY – West Palm Beach
satovsky.com

08/25/2026

WISDOM · PRINCIPLE FOUR
Stay Disciplined When Conditions Change.

“The investor’s chief problem, and even his worst enemy, is likely to be himself.”
— Benjamin Graham, Father of Value Investing

Markets will fluctuate. Interest rates will move. Headlines will scream. The question is not whether change will come, but whether your strategy is built to absorb it. Discipline is the practice of acting from your plan rather than your pulse.

Investors who moved to cash at the 2008 market bottom locked in losses; those who stayed in a balanced portfolio participated in the subsequent recovery. The difference was not intelligence. It was discipline, and almost always, a trusted advisor on the other end of the phone.

WHAT THIS MEANS FOR YOU
At Satovsky Asset Management, when markets become difficult, you will hear from us before you have to call us.

Check us out, you will like what you find.
SATOVSKY ASSET MANAGEMENT
A Hyper-Personalized Boutique Wealth Management
New York – West Palm Beach
satovsky.com

08/24/2026

WEALTH · PRINCIPLE THREE
Diversify with Evidence, Not Opinion.

“Diversification is the only free lunch in investing.”
— Harry Markowitz, Nobel Laureate

We do not predict. We do not chase. We construct portfolios using decades of peer-reviewed research on what actually drives long-term returns: broad global diversification, disciplined exposure to size, value, and profitability factors, and the lowest reasonable cost structure available.

At Satovsky Asset Management our approach is grounded in the factor research lineage of Eugene Fama and Kenneth French, implemented through low-cost, systematic managers. On the fixed income side, we emphasize tax-efficient stability and inflation-aware positioning, calibrated to each family’s need, ability, and willingness to take risk. The combination is not flashy. It is built to compound.

WHAT THIS MEANS FOR YOU
You will own thousands of securities globally, structured around evidence, not the opinion of any single manager, including ours.

Check us out, you will like what you find.
SATOVSKY ASSET MANAGEMENT
A Hyper-Personalized Boutique Wealth Management
New York – West Palm Beach
satovsky.com

08/20/2026

WISDOM · PRINCIPLE TWO
Build the Plan Before the Move.

“By failing to prepare, you are preparing to fail.”
— Benjamin Franklin

A plan is not a document. It is the discipline that lets you act with intention when markets, headlines, or emotions are pulling you elsewhere. Without one, every decision becomes reactive — and reactive decisions, compounded over decades, are the single largest source of wealth destruction we observe in new clients.

Long-run advisor research consistently identifies planning as the foundation that makes every other source of value possible. The plan is what turns volatility from a threat into a feature.

WHAT THIS MEANS FOR YOU
At Satovsky Asset Management we build the plan first. Every recommendation that follows has a reason you can articulate.

Check us out, you will like what you find.
SATOVSKY ASSET MANAGEMENT
A Hyper-Personalized Boutique Wealth Management
New York – West Palm Beach
satovsky.com

08/19/2026

WELLNESS · PRINCIPLE ONE
Begin with the Life You Want.

“Wealth is the ability to fully experience life.”
— Henry David Thoreau

Before any allocation, any tax move, any product, we begin with the life behind the money: your obligations, your family, your work, the things that keep you up at night, and the things that bring you joy. The portfolio exists to serve the life. Not the reverse.

This is the conversation most advisors skip. The families we have served longest are the ones who began here, with the life, not the product.

WHAT THIS MEANS FOR YOU
Your first meeting with Satovsky Asset Management will not be about returns.

Check us out, you will like what you find.
SATOVSKY ASSET MANAGEMENT
A Hyper-Personalized Boutique Wealth Management
New York – West Palm Beach
satovsky.com

08/18/2026

In this episode of *Wisdom, Wealth and Wellness*, host Jonathan Satovsky interviews Jeffrey Stern, co-founder of Axuall, a healthcare workforce intelligence startup that has raised $41 million. Jeffrey discusses how Axuall automates the lengthy 100-day credentialing process for healthcare practitioners, helping health systems onboard clinicians faster. The conversation explores entrepreneurial mindset, the importance of solving meaningful problems, and why healthcare demands a "go slow to go fast" approach. Jeffrey also shares thoughts on behavioral finance, technology's societal impact, and his daily habit of 50 push-ups.
https://youtu.be/qrMk-xl_oZc

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In this episode of *Wisdom, Wealth and Wellness*, host Jonathan Sat...

08/12/2026

https://www.satovsky.com/2026/08/12/unlocking-wealth-potential-through-behavioral-coaching-techniques/