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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.

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. 

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.

We strive to be the financial conductor of our clients' lives.

Why SDA Wealth Strategies?

SDA exists to empower people and businesses to consciously be proactive to thrive today, tomorrow and beyond.

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

Relationships

Trust

Collaborative

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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

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