Hudson Valley Bridge in New York

Simplify

Design

Advocate

SDA Wealth Strategies is a full service boutique firm based in New York’s Hudson Valley offering personal wealth management and business solutions.

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We exist to positively impact and empower people to thrive today, tomorrow and beyond. 

Our Mission is Clear:

Simplify

Financial Lives

Design

Financial Strategies

Advocate

To Implement Them.

With our team approach of comprehensive services our clients can focus on what matters most and smoothly navigate life's transitions.

Why SDA Wealth Strategies?

We learn what matters most - and plan around our client's vision, passion, and values so they can live their best life.  

We provide a concierge experience - ensuring whatever needs to be done, gets done. 

Our core values are part of our DNA.  They allow us to build:

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Relationships

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Trust

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Collaborative

What We Offer

Financial Planning

SDA provides customized, objective financial planning and wealth management advice to grow, manage and preserve wealth.​

Investment Management

We seek to deliver a cutting-edge institutional level investment experience to our clients. Portfolios are tailored to each investor’s needs, but built around their financial plan.​

Business Solutions

We are true business advisors. Our clients prefer us to simplify their business needs through one relationship to make things more efficient.

Latest News

Our Strategic Partners

Hudson Valley Investment Advisors, Inc Logo
Vanguard Benefit Solutions, LLC Logo
American Portfolios Logo
G5 Agency Logo
BNY Mellon | Pershing Logo