• Who leads SDA Wealth Strategies?

    SDA Wealth Strategies is led by Scott Coopersmith, CLU®, CDFA®, a Wealth Manager and Financial Planner. As the firm’s founder and driving force, Scott is known for simplifying complex financial challenges and helping clients build clarity, structure, and confidence.

    He works closely with clients through every stage of their financial journey.

  • What makes SDA Wealth Strategies different?

    SDA Wealth Strategies delivers a fully integrated experience—financial planning, investments, tax planning, estate and insurance coordination, and divorce financial expertise—all under one roof. Everything works together through one advisory team, eliminating the need to juggle multiple professionals or conflicting advice.

    Our structured, planning-first model keeps the focus on your goals and your story. We simplify complexity, guide every step, and help you move forward with clarity, confidence, and balance.

  • Where is SDA Wealth Strategies located?

    SDA Wealth Strategies operates from two primary offices:

    • New City, New York – 3 Preakness Lane, New City, NY 10956
    • Glen Allen, Virginia – 11909 Hunton Crossing Ct, Glen Allen, VA 23059

    Virtual meetings are available for clients nationwide.

  • Who does SDA Wealth Strategies serve?

    We support families, professionals, business owners, and individuals navigating major life transitions such as retirement or divorce. Our approach is especially valuable for those seeking structure and confidence around complex financial decisions.

  • What does SDA stand for?

    SDA stands for Simplify, Design, Advocate 

    We simplify the complex, design strategies tailored to each client, and advocate with integrity and empathy in every interaction.
     

  • What areas of financial planning do you specialize in?

    SDA Wealth Strategies provides truly comprehensive planning—integrating every area of your financial life into one coordinated plan.

    Our core areas include:

    • Investment management
    • Risk management and insurance planning
    • Tax planning and return preparation
    • Estate planning
    • Divorce financial planning and coaching
  • What is your investment philosophy?

    We believe in clarity, structure, and balance. Our approach centers on empowering clients with clear goals and disciplined strategies—not speculation or emotional decisions.

    We focus on long-term growth, prudent risk management, and alignment between wealth and well-being.

  • Are you independent?

    We partner with Commonwealth Financial Network®, one of the nation’s largest privately held independent broker/dealers and corporate RIAs—now a wholly owned subsidiary of LPL Financial.

    This partnership provides access to industry-leading technology, compliance oversight, and custodial services while allowing us to maintain full independence in how we serve our clients.

  • What is your fee structure?

    We offer both planning-based and investment management relationships designed to fit each client’s needs.

    Planning Engagements:
    Our financial planning services are organized into three tiers—Blueprint, Elevate, and Horizon—each providing increasing levels of depth, meeting cadence, and proactive support. These are typically delivered for a flat annual fee that reflects your goals, complexity, and desired level of engagement.

    Investment Management:
    For clients who entrust us with managing their portfolios, we charge a transparent, percentage-based assets-under-management (AUM) fee. This fee includes ongoing investment oversight as well as integrated financial planning support consistent with your selected planning tier.

    No matter how you engage with us, you’ll always know exactly what’s included, what it costs, and how we’re working to deliver value.

  • Do you offer virtual or remote financial planning?

    Yes. SDA Wealth Strategies offers virtual consultations and ongoing remote planning, making it convenient for clients across states to collaborate seamlessly via secure digital tools.

  • Do you help with divorce financial planning?

    Yes. SDA Divorce Solutions, a division of our firm, provides specialized support for clients navigating divorce.

    They help clients bring clarity and structure to one of life’s most emotionally and financially challenging transitions.

    Services include coaching, strategy services, mediation, and concierge advocacy to help you make sound financial decisions during divorce.

  • Do you give back to the community?

    Yes. Giving back is a central part of who we are.

    We support organizations including the Alzheimer’s Association, American Cancer Society, Breast Cancer Research Foundation, and American Brain Tumor Association, among others—and encourage clients to align their own giving with their values.

  • How can I get started?

    The first step is a conversation to see if we’re a good fit for each other. We’ll get to know one another, understand what you’re looking for, and most importantly, make sure our approach aligns.

    Connect with SDA Wealth Strategies