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Our Story

Vision

SDA is built for growth and innovation in the next era of financial advice. We’re integral to clients lives and they know our passion is helping them keep their health and wealth in harmony. 

SDA Wealth Strategies was born out of a dream and a vision. We want each of our clients to have one, too. We want to make an impact on our client’s lives, on and in our communities and the world.

One of SDA’s core values is education—not only to continually better ourselves, but also we’re committed to educating and making things relevant to everyday life. Without an understanding how can someone possibly be proactive or take control of their financial life?

Timeless albums. Broadway smashes. The Super Bowl. They all have a common thread: an immense amount of preparation, planning and thought. There’s dedicated teams, “coaches” and “conductors” that make success possible by taking a wide lens to all the moving parts and maneuvering them to work together.

Utilizing our 360-degree offering, our clients can trust and rely on us to help them manage their entire financial life. We help orchestrate our client’s vision, passion and values. By learning each unique story, we build deep meaningful relationships and become reliable partners. We work closely to create custom plans and strategies to overcome obstacles and exceed expectations.

We constantly strive to make sure the client experience is easy, clear, and personal. We’re constantly growing so our clients continue to have an arsenal of resources at their disposal.

Our clients matter to us. It’s important to stand for something. It’s not a coincidence that in addition to our namesake “SDA” standing for Simplify, Design and Advocate, it’s also the first initials of president & founder Scott Coopersmith’s first name and the first names of his children Daniel and Alexa. Relationships matter.

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Giving Back

We firmly believe it is our responsibility to give back to causes that are important and personal to us. We’re committed fostering a culture that promotes community service & involvement. Ask us why these causes are important to us!

We proudly support:

Alzheimer's Association, Hudson Valley Chapter