We were proud to be a Gold Sponsor of @StamfordHealth's annual Paint the Town Pink Girlfriends Luncheon. @JoanLunden1 was the guest speaker. (L to R: B. Kinsella, A. Berg, C. Lucero, T. Collins, F. Torone, J. Satovsky) satovsky.com #PaintTheTownPink #StamfordHealth

Good financial planning starts with reliable data, clear assumptions, and less complexity. At Satovsky Asset Management, clarity matters as much as precision. Satovsky.com SoHo NY and West Palm Beach’s leading boutique wealth management firm #WealthManagement

Markets make noise. Your plan should provide clarity. Satovsky helps keep your investments aligned with your goals, not the headlines. Let’s talk. Satovsky.com SoHo NY and West Palm Beach’s leading boutique wealth management firm #WealthManagement #InvestmentStrategy

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. #Satovsky #ThoughtLeadership #LuminariesAwards #WealthManagement #FinancialPlanning

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. #WealthManagement #FinancialPlanning #NetWorth #InvestableAssets #RetirementGoals #AssetAllocation #FinancialAdvisor #ClientGoals #WealthStrategy

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. #FinancialPlanning #InvestmentStrategy #WealthManagement #AssetAllocation #LiquidityManagement #GoalSetting #FinancialClarity #IntentionalInvesting

Thoughtful leadership in wealth management means building firms that last, relationships that deepen, and technology that creates more room for human connection. Grateful to moderate this conversation at @iimag institutional Investor’s forum in Pasadena.

Financial Planning during Litigation. A legal settlement is not a financial asset you can safely spend today. 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 #FinancialPlanning #LitigationFinance #WealthManagement #CashFlowStrategy #InsuranceCoverage #DebtManagement #LegalSettlementAdvisory #AssetPreservation #FinancialFlexibility #RiskMitigation

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. linkedin.com/feed/update/urn… #wealthmanagement

As we welcome Rosh Hashanah, we wish our clients, colleagues, friends, and their families a year filled with health, happiness, peace, and prosperity. From all of us at Satovsky Asset Management, Shanah Tovah U’Metukah, wishing you a sweet and happy New Year. satovsky.com #RoshHashanah #NewYearWishes #ShanahTovah #SweetNewYear #HealthAndHappiness #PeaceAndProsperity #SatovskyAssetManagement

Today marks 25 years since September 11, 2001. We remember the lives lost, honor the courage of the first responders and countless others who stepped forward, and recognize the families whose lives were forever changed. A quarter century later, the memory of that day remains deeply personal for so many. We will never forget. Satovsky.com #NeverForget #September11 #25YearsLater #InMemory #FirstResponders #CourageAndResilience #HonoringLivesLost #SeptemberElevenMemorial

PRINCIPLE TEN: Define What Freedom Is For. A balance sheet is not a life. The families we serve well are not the ones with the largest portfolios. They are the ones who know what their wealth is for, freedom, family, generosity, purpose, peace of mind, and have built a financial life that quietly serves those ends. At Satovsky Asset Management, our work is to help you connect resources to meaning. To make the money serve the life. To build, with you, the kind of confidence that does not depend on the next quarter, the next election, or the next headline. WHAT THIS MEANS FOR YOU When we have done our job well, you will think about your money less, not more. 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 #WealthWithMeaning #FinancialFreedom #PurposeDrivenFinance #MindfulSpending #FamilyFirstFinance #GenerosityMatters #PeaceOfMindWealth #ConfidenceInYourFinances #WealthManagement

PRINCIPLE NINE: Use Information Wisely. We will help you ignore most of what crosses your screen, because most of it deserves to be ignored. 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 #FinancialWisdom #InvestmentStrategy #BehavioralFinance #WealthManagement #DataAnalysis #LongTermInvesting #PatientInvestor #InvestmentResearch #PlanningTechnology

This Labor Day, we celebrate the people whose hard work and determination help build stronger families, businesses, and communities. Wishing everyone a safe, relaxing, and well-earned Labor Day. Satovsky.com #LaborDay #CommunityStrength #FamilyFirst #WealthManagement

PRINCIPLE EIGHT: Think Across Generations. Wealth that endures across generations, funding education, philanthropy, family enterprise, and the values that gave it meaning, is something else entirely. satovsky.com #IntergenerationalWealth #WealthManagement

PRINCIPLE SEVEN Optimize After Tax, Not Before Pre-tax returns are numbers. After-tax returns is the wealth your family actually keeps and that gap can significantly impact long-term investing. satovsky.com #WealthManagement #TaxStrategies #InvestmentOptimization

PRINCIPLE SIX Protect What You Have Built. For families who have built substantial wealth, the next dollar of growth matters less than the protection of what already exists. We are Hyper-Personalized Boutique Wealth Management satovsky.com #WealthManagement

PRINCIPLE FIVE Make Behavior Part of the Strategy. Money is not rational. It is connected to security, family, identity, freedom, and fear. Pretending otherwise is the most common mistake in our industry. SATOVSKY ASSET MANAGEMENT satovsky.com #WealthManagement