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Planning with a Clear Vision for Tomorrow!

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

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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.

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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.

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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

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
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Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
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We have two locations for our clients’ convenience

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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.

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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.
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