Comprehensive planning for life, family, and legacy. From building a foundation to protecting your horizon, our structured engagement levels grow with you.
Specialized planning for one of life’s most challenging transitions. We bring clarity, guidance, and steady support before, during, and after divorce.
Balance Wealth and Health.
Because true wealth goes beyond money — it’s about health, relationships, and living with intention.
How We Work
Building a Foundation
We turn complexity into structure and direction.
Guided by Advice
You’ll always have a path forward, no matter what life brings.
Collaboration
We coordinate across your team so everything stays in sync.
Why the Bridge?
Our homepage features the Bear Mountain Bridge in New York’s Hudson Valley. For us, it represents transition and strength—moving from one chapter of life to the next. Just as the bridge provides a steady passage, SDA is here as a reliable partner, guiding you across life’s most important crossings.
