IMPACT WEALTH MANAGEMENT LIMITED
Financial Services - Stafford, ENG, N/A
IMPACT WEALTH MANAGEMENT LIMITED Employees
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IMPACT WEALTH MANAGEMENT LIMITED Details
SDA Wealth Strategies is a full service boutique firm based in New York's Hudson Valley offering personal wealth management and business solutions. We identify challenges, learn what matters most – and plan around client's aspirations, passion, and values. We provide a concierge experience - ensuring whatever needs to be done, gets done. Purpose: SDA exists to empower people and businesses to consciously be proactive to thrive today, tomorrow and beyond. 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. Our highest priority is always their best interest. Simplify financial lives. Design financial strategies. Advocate to implement them. With our team approach of comprehensive services our clients can focus on what matters most. We bring what's often separate pieces—together. Think of us as the financial conductor of our clients' lives.
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