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SDA Wealth Strategies is a full service boutique firm based in New York’s Hudson Valley offering personal wealth management and business solutions.
We learn what matters most – and plan around our client's aspirations, passion, and values so they can live their best life. We provide a concierge experience - ensuring whatever needs to be done, gets done.
Financial Lives
Financial Strategies
To Implement Them.
With our team approach of comprehensive services our clients can focus on what matters most.
Our core values are part of our DNA. They allow us to build:
SDA provides customized, objective financial planning and wealth management advice to grow, manage and preserve wealth.
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.
We are true business advisors. Our clients prefer us to simplify their business needs through one relationship to make things more efficient.
