SDA Wealth Strategies is a full service boutique firm based in New York’s Hudson Valley and virtually around the country 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:
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: