SVA Plumb Wealth Management President Maureen Hansen, CLU® has been selected for the ‘Five Star Wealth Manager Award’ published in Milwaukee Magazine. This is Maureen’s sixth year winning this Five Star award.
Now in its 16th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across North America to identify premium service professionals. The Wealth Manager award is based on ten objective eligibility and evaluation criteria such as education and professional designations, client retention rates, and favorable regulatory and complaint history review. For more information on the Five Star Award research and evaluation process, please visit https://www.fivestarprofessional.com/wmdisclosures/MILWM18.
Maureen is the President of SVA Plumb Wealth Management, LLC, the Registered Investment Advisory affiliate of SVA Plumb Financial, LLC. Working closely with clients, Maureen focuses on building long-term relationships based on trust and understanding. With over 30 years of financial experience, Maureen specializes in three primary areas of practice including asset management, divorce consulting and retirement planning. Maureen provides ongoing, comprehensive wealth management strategies and financial guidance for individuals while delivering personalized service.
“Our entire team is extremely proud that Maureen has again been selected as one of this year’s Five Star award recipients,” states Tom Plumb, President/CEO of SVA Plumb Financial, LLC. “Maureen works hard to build long-term relationships with her clients. Being recognized with this award is a testament to Maureen and the dedication she has in guiding clients toward achieving their financial goals.”