What makes great advice stick? One word: Relationships.

In both business and life, relationships are what turn advice into trust—and trust into action.  At SDA Wealth Strategies, we’ve seen time and again that the strongest outcomes come from the strongest relationships. When people feel connected, they’re more open, more collaborative, and more confident in the decisions they make.

SDA stands for Simplify, Design, Advocate—our process for navigating life’s transitions. But it also stands for Scott, Daniel, and Alexa—my kids and I. That dual meaning says everything.  If this were just transactional, it wouldn’t be the same. SDA is built on relationships.
Our clients become friends and often feel like family. We’re not just part of the process—we’re part of their inner circle. Many come to us during uncertain times and choose to stay for a long time after. We help them plan their future and manage their investments with clarity, care, and strategy.

We often say, “Think of us as the financial conductor of life’s symphony.” It may sound hokey, but it’s true. In any great relationship, you aim to be in sync—to hit the right notes together. That’s what we strive for. We’re here to simplify the complex and guide you through everything. Not with sales pitches or jargon, but with honest conversations— with the same care we’d give a close friend.
When it comes to the SDA team, trust is the unifying element. Many of our team members and strategic partners are people I’ve known and trusted for years—some for decades. Others are newer relationships that share the same values and vision. Whether long-standing or newly formed, each is here because they believe in the mission we serve, and they help us deliver lasting impact for our clients. Over time, we will continue to build our team with individuals who are aligned, committed, and dedicated to creating a client experience that endures over time.

Relationships develop over time and become stronger. They also change. People evolve, priorities shift, and sometimes paths go separate ways—and that’s okay. Trust deepens over time, and all strong relationships require effort and intention.

At SDA, we build bridges—because trust isn’t something we take for granted. It’s something we work to earn every day.