Broker Check

Scott Coopersmith & SDA Wealth Strategies refreshes brand and selects Commonwealth Financial Network

April 08, 2024

I am very happy to announce that SDA Wealth Strategies (SDA) chose Commonwealth Financial Network (Commonwealth) as its firm partner, officially launching the partnership on November 3, 2023. We took the necessary time to ensure a solid foundation before broadly sharing this significant move. 

As the iconic Sam Cooke sang, "A change is gonna come."  Change can inevitability catch us off guard, but it more often opens our eyes to new opportunities. In making such transitions, one can only hope for the best outcomes. I am happy to report that the new partnership has exceeded our expectations, and the future couldn’t be more exciting!

The selection process was an intentional journey, marked by careful consideration and clear criteria that guided us to this decision. Commonwealth not only mirrors our long-term vision and growth strategy, but also embodies our culture and values.  We are very confident they will help SDA grow and their constantly improving technology and resources greatly enhance our ability to serve our clients.

Commonwealth now supports SDA with a variety of client services, including agnostic investment choices and resources; intuitive, easy-to-use technology; business consulting; and compliance and legal support. Commonwealth’s advanced planning, investment consulting and advisor marketing teams greatly strengthen SDA’s capabilities.  

Among the numerous reasons for choosing Commonwealth, some of the most significant include:

  • Their commitment to independence and highly personalized service, a philosophy that matches my own approach to serving you
  • A history of sound business practices and a reputation for integrity that we believe are unparalleled in our industry
  • Commonwealth processes, or clears, transactions through National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company

Coinciding with the move, we refreshed the SDA brand to best reflect who we are and what we do. I am excited to announce a new website with this move as well!  Please check it out atwww.sdawealthstrategies.com.  

About Commonwealth Financial Network

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,100 independent financial advisors overseeing more than $242.9 billion* in assets nationwide by visiting www.commonwealth.com.

*Combined client assets as of December 31, 2022