SDA Wealth Strategies is a full service boutique firm based in New York’s Hudson Valley offering personal wealth management and business solutions. SDA exists to positively impact and empower people to thrive today, tomorrow and beyond. Vision: We are passionate about helping keep health and wealth in harmony. Clients value and trust us to be the financial conductor of their lives. We’re built for growth and innovation in the next era of financial advice. Our Mission is clear - Simplify financial lives. Design financial strategies. Advocate to implement them. Our team approach of comprehensive services allows our clients to focus on what matters most and smoothly navigate life transitions. Why SDA? We learn what matters most – and plan around our client's vision, passion, and values so they can live their best life. We provide a concierge experience - ensuring whatever needs to be done, gets done.