SDA Wealth Management is a steadfast partner in building financial security. We focus on the details so our clients can focus on themselves.
News & More
We are proud to have a team in this year's Alzheimer's Association Rockland County Walk to End Alzheimer's. Please consider making a contribution to support research and critical services for those in need by visiting out team page.
SDA Wealth Strategies Team
For the past few months we've been preparing to launch 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 a family member - with kindness, respect, and their best interests at heart - always.
We have many exciting plans for the future and look forward to sharing them with you as they evolve.
Going through a divorce? Unfortunately, quarantine life has increased the separation & divorce rate. We're here to help navigate this challenging time.
Please contact us for a complimentary hour consultation.
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.
SDA was founded by Scott Coopersmith to offer independent objective wealth management and divorce financial planning solutions in a warm family atmosphere.
Should You Ever Retire?
The Average American Budget
Insurance Needs Assessment: When You're Newly Married