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Who We Are

Scott Coopersmith, CDFA®, CLU®

Investment Advisor

845-414-8780

scott@sdawealthstrategies.com

Scott has more than 20 years of business experience primarily in Financial Services. He holds the Series 7, 66 and Life & Health Insurance Licenses, and has obtained the Chartered Life Underwriter, CLU®, a premier designation in...

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Michael Wiebe*

Risk Management Specialist | P & C Insurance Broker

914-261-8240

mike@wiebeassoc.com

* Individual is not affiliated with American Portfolios and is only affiliated with Impact Wealth Strategies. General Expertise Four decades of industry history as: Insured (buyer): fortune 500 mining and natural resources and fortune...

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Brian Posner

Brian Posner

Home Office Team - Business Services Trainer

Daniel Bredow

Daniel Bredow

Home Office Team - Virtual Administrative Services Specialist

Lori Dougherty

Lori Dougherty

Home Office Team - Virtual Administrative Services Specialist

Michael Paxson

Michael Paxson

Home Office Team - Business Process & Technology Platform Manager

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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