SDA Wealth Strategies is a full service boutique firm based in New York’s Hudson Valley offering personal wealth management and business solutions.
Subscribe Now For Regular Updates and Information
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:
What We Offer
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.