Planning with a Clear Vision for Tomorrow!
Shrewd financial advice and SMA Wealth Management strategies are just the beginning.
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.

A Living Trust Primer

Retirement and Quality of Life

A Brief Guide To Condo Insurance

The Power of Compound Interest
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We have two locations for our clients’ convenience