SDA Wealth Management is a steadfast partner in building long-term financial security. We focus on the details so our clients can focus on themselves.
What do you see for your future?
We provide our clients a one stop advisory relationship for all financial needs so you can accomplish your life goals in peace. Each client relationship is approached in a holistic manner - we see the full financial picture, allowing us to provide a financial plan that sets a course toward funding financial goals that are 5, 10, or 20 years down the road.
Going through or considering a divorce?
SDA Divorce Solutions is here to help you cross the bridge to the light on the other side during this challenging time.
What are we?
2020 was a year we'll never forget with sadness and many challenges. I proudly relaunched as SDA Wealth Strategies. The name is deeply personal, as it’s the initials of myself and my children Daniel and Alexa. We treat our clients like family - with kindness, respect, and their best interests at heart - always.
SDA was founded by Scott Coopersmith to offer independent objective wealth management and divorce financial planning solutions in a warm family atmosphere.
Our diverse backgrounds and years of experience have prepared us to work with you.
We have many professional partners such as lawyers, CPAs, therapists, divorce coaches and more in our network to help our clients.
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