About Company - SVA Plumb

COMPANY


 

ABOUT SVA PLUMB FINANCIAL

A Wealth of Service.®

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.

WHO WE ARE

SVA Plumb Financial, LLC was formed through a merger of two local investment firms and trust companies. The formation of SVA Plumb Financial brings together organizations sharing many common values and client-focused service while blending complementary areas of services and deepening our firm's expertise. SVA Plumb Financial, LLC, is an affiliate of SVA Certified Public Accountants, SC.

WHERE WE CAME FROM

Initially formed in 1994, SVA Wealth Management, Inc., now SVA Plumb Wealth Management, LLC, brings balanced expertise in financial planning and asset allocation with a focus on managed third-party mutual funds. Both SVA and Plumb had previously formed trust companies to accommodate the specialized needs of clients for trust, custody, and administrative services. Together, the SVA Plumb Trust Company builds on our investment management expertise, offering trust services to the clients of SVA Plumb Financial.

Contact us to begin building your foundation with a complimentary review of your portfolio.

SVA Plumb - financial service customers
community leadership - SVA Plumb

WHY IS SVA PLUMB FINANCIAL THE RIGHT CHOICE FOR YOU?

Bringing together the combined strengths of two organizations has resulted in a more diverse financial services firm meeting our clients' financial needs today, tomorrow and beyond as they move through the stages of their lives.

In the Community

With localized services in Madison, Milwaukee, and Appleton, WI and Rockford, IL, our professionals live and support the communities where our clients and business colleagues work and play.

Experience

As our client, you gain access to an entire team of financial professionals and consultants with advanced designations including:

  • Certified Financial Planner® (CFP)
  • Certified Public Accountant (CPA)
  • Certified Trust and Financial Advisor (CTFA)
  • Chartered Life Underwriter® (CLU)
  • Juris Doctor (JD)
  • Masters of Business Administration (MBA)

Leadership

SVA Plumb Financial’s President Thomas G. Plumb has over 37 years of industry experience and has been involved with the management of mutual funds for over 20 years. Tom is also a research analyst and chair of the investment committee for SVA Plumb Financial.

SVA Plumb Financial also has nine additional principals who hold a variety of advanced degrees and industry specific designations. SVA Plumb Financial is overseen by a board of directors with a variety of professional services industry expertise.



Our expert team.