Broker Check
(702) 838-8590
Info@smawm.com

Planning with a Clear Vision for Tomorrow!

Shrewd financial advice and SMA Wealth Management strategies are just the beginning.

Complimentary Consultation
Meet Bradley
Upcoming Events

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.

Meet Bradley Zucker

Put century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

At SMA Wealth Management, Inc. we work exclusively with retirees, educating and assisting them with their particular financial needs so they can keep more of their hard-earned money and never worry about outliving their income. Our primary focus is preserving and shielding our clients’ wealth and assets through education and quality planning. We are experienced, responsive, and understand your need for integrity and transparency. As an independent financial advisory firm, we have access to compare all investment products to objectively determine the best fit for our clients. We take pride in protecting those funds for our clients’ intended use.

Connect With Us
Bradley Zucker

Bradley Zucker

(702) 838-8590

(702) 838-8591

"Wealth is the ability to fully experience life." 

- Henry David Thoreau

"An investment in knowledge pays the best interest."

- Benjamin Franklin

"Frugality includes all the other virtues." 

- Cicero

Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.
Learn More
Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.
Learn More
What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
Learn More
Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Learn More


Informed

Visit our website to stay informed

Learn About Us


Virtually

Stay in contact via Video Chatting

Join Meeting


Contact Us

We have two locations for our clients’ convenience

View Locations

Tell Us How We Can Help You Today!

It is important to feel you have control over your future. At SMA Wealth Management Inc., we offer our experience and expertise to help you design your own plan for financial independence. Contact us below to schedule a free introductory consultation.

Thank you!
Oops!

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.
Thank you! Oops!