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Hudson Valley Bridge in New York




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:


Financial Lives


Financial Strategies


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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What We Offer

Financial Planning

We design customized, objective wealth management strategies to grow, manage, and preserve wealth.  We do not require an asset management minimum to work with us.

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
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