Satovsky Asset Management, LLC

10/21/2026

Satovsky Asset Management was proud to be a Gold Sponsor of Stamford Health's annual Paint the Town Pink Girlfriends Luncheon, which took place on Friday at The Italian Center in Stamford, Connecticut. Joan Lunden was the special guest speaker.

Since 2005, this October campaign has brought local organizations, businesses and neighbors together for National Breast Cancer Awareness Month, raising awareness about screening, early detection and the breast care services available in our community.

We’re honored to support this initiative, led by Stamford Health’s Bennett Cancer Center and Breast Center, and the compassionate teams who care for patients from diagnosis through treatment and survivorship. Our own Christine Lucero served on the event committee.

To everyone affected by breast cancer, and to the families, caregivers and medical professionals beside them: we stand with you.

(L to R: Benjamin Kinsella, Avi Berg, Christine Lucero, Trinity Collins, Frank Torone, Jonathan Satovsky)

satovsky.com

10/14/2026

Good planning starts with reliable information, clear assumptions, and a process that can be easily explained.

When multiple spending figures, asset pools, or scenarios compete for attention, more analysis can sometimes create more confusion. The goal is to identify the numbers that matter, understand where they came from, and document why they were chosen.

At Satovsky Asset Management, we believe clarity is just as important as precision.

Want to make sure your financial plan is built on clear assumptions, not unnecessary complexity? Let’s talk.

Satovsky.com
SoHo NY and West Palm Beach’s leading boutique wealth management firm

10/13/2026

Markets rarely hand us a clean story. Inflation, employment, and Fed policy can all point in different directions at the same time.

That uncertainty can make investors want to act. But one data point, one speech, or one Fed meeting shouldn’t replace a long-term plan.

At Satovsky Asset Management, we focus on the signal, not the noise: your goals, time horizon, liquidity needs, and ability to take risk.

Because a strong plan should help you stay disciplined even when the headlines don’t.

If market uncertainty is making you question your strategy, let’s talk. Satovsky Asset Management can help you keep your portfolio aligned with the plan, and the life, it is meant to support.

Satovsky.com
SoHo NY and West Palm Beach’s leading boutique wealth management firm

10/07/2026

PODCAST: Jonathan Satovsky Speaks with Robert Seiden About Taking the Fight for October 7th Victims to Court

https://lnkd.in/gygnfkw2

After the October 7 attacks, attorney and asset-recovery specialist Robert Seiden took on a case targeting Iran, Syria, and Binance over alleged financing of terrorism—work he says could help victims find a measure of justice and closure. On Wisdom, Wealth and Wellness, host Jonathan Satovsky talks with Seiden about tracing hidden money, why people around the world see U.S. courts as their best chance for justice, and how Seiden’s experience as a prosecutor shaped his work. Seiden also shares how growing up poor but “emotionally wealthy,” remembering Holocaust survivors as a child, and a habit of stepping in when others turn away inform his drive to take on powerful institutions.

10/06/2026

We’re proud to share that Jonathan Satovsky, CEO and Chief Behavioral Coach of Satovsky Asset Management, is a finalist for ThinkAdvisor’s 2026 Luminaries Awards in the Thought Leader of the Year category.

For Jonathan, thought leadership has never been about simply having something to say. It’s about helping people make better decisions, especially when markets, emotions, and headlines make those decisions harder.

Through his work with clients, his writing, speaking, and podcast Wisdom, Wealth amp; Wellness, Jonathan continues to challenge conventional thinking around wealth and focus on what matters most: behavior, perspective, and living a richer life.

The ThinkAdvisor Luminaries Awards honor people and firms who have a significant impact on financial services.

Congratulations, Jonathan, and thank you to our clients, colleagues, and community for being part of the journey.

satovsky.com

We don’t oversell. We simply overdeliver.



2026 ThinkAdvisor Luminaries Awards finalist, Thought Leader of the Year. No compensation was paid to be considered for or selected as a finalist. Recognition is not indicative of investment performance or future results.

10/05/2026

A household may have a $10 million net worth, but if $9 million is tied up in a home they do not plan to sell or borrow against, that full amount may not be available to support retirement or other goals.

That’s why it helps to distinguish between total net worth, investable assets, and the assets actually designated for your financial plan.

Before evaluating whether a goal is fully funded, ask: Which assets are included? Which are excluded? And why?

At Satovsky Asset Management, we help clients connect their wealth to the life they want to live. Let’s make sure your plan is built around the assets that can support your goals.

Satovsky.com
SoHo NY and West Palm Beach’s leading boutique wealth management firm.

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10/02/2026

Your financial plan and Investment Policy Statement should be aligned around the same core assumptions: assets, spending, liquidity, and goals.

If the numbers differ, there may be a good reason, but that reason should be intentional, understood, and documented.

At Satovsky Asset Management, we believe clarity comes from making sure every part of your financial life is working toward the same objectives.

Ready to see if your investment strategy and financial plan are truly aligned? Let’s talk.

Satovsky.com

SoHo NY and West Palm Beach’s leading boutique wealth management firm.

10/01/2026

https://lnkd.in/p/guvkgXMC

What does thoughtful leadership in wealth management look like as our industry evolves? I had the pleasure of moderating a conversation at Institutional Investor Alternatives in Wealth Management Forum – West in Pasadena with Jonathan Foster of Angeles Wealth Management, Gabriel Shahin, CFP®, MBA...

09/23/2026

Financial Planning during Litigation.
A legal settlement is not a financial asset you can safely spend today.

For families involved in major litigation, the smartest financial plan should work even if no recovery occurs. That means building around current cash, expenses, insurance, debt, and near-term obligations, not a projected settlement.

Satovsky advisors can also model multiple outcomes: no recovery, delayed recovery, or a reduced recovery after legal fees, costs, taxes, or collection issues.

These scenarios are not forecasts. They are tools for preserving flexibility and avoiding commitments based on money that has not yet been received.

If litigation is affecting your financial picture, speak with Satovsky Asset Management—SoHo and Palm Beach’s leading boutique wealth management firm, to build a plan designed to stand on its own.
Satovsky.com

09/22/2026

Sudden wealth can bring exciting opportunities, but also unexpected stress and uncertainty. Thoughtful planning can help turn a major financial change into long-term confidence, clarity, and greater peace of mind.
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Sudden wealth can bring exciting opportunities, but also unexpected stress and uncertainty. Thoughtful planning can help turn a major financial change into long-term confidence, clarity, and greater peace of mind.