SVA PLUMB PROFESSIONALS



Nathan Cowen - AAMS®

Wealth Manager

phone (920) 757-2501
email Fox Cities Office

Nathan is a Wealth Manager with SVA Plumb Wealth Management, LLC.

With more than 22 years of experience in the financial services industry, Nathan provides comprehensive financial planning and investment management to both individuals and businesses. In his role as a wealth manager, Nathan assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to achieve those goals.

Nathan believes that frequent communication, ongoing education and trust are the hallmarks of a successful client-advisor relationship. To that end, Nathan strives to be a trusted partner through all market environments and always welcomes client calls.

Nathan helps businesses with their retirement plans, families with estate and trust planning needs, and all clients by offering unbiased, objective investment management solutions.

Nathan is married to his spouse of 20 years Melissa and has a daughter Amber and a son Tyler. In his free time, Nathan enjoys studying the markets, attending sporting events and fishing in the Upper Peninsula of Michigan.

Education

  • Carthage College - Bachelor of Arts - Accounting

Credentials

  • Accredited Asset Management Specialist®

Professional Memberships/Affiliations/Activities

  • Financial Planning Association (FPA)

Personal

Nathan is married to his spouse of 20 years Melissa and has a daughter Amber and a son Tyler. In his free time, Nathan enjoys studying the markets, attending sporting events and fishing in the Upper Peninsula of Michigan.

Nathan is a Wealth Manager with SVA Plumb Wealth Management, LLC. With more than 22 years of experience in the financial services industry, Nathan provides comprehensive financial planning and investment management to both individuals and businesses. In his role as a wealth manager, Nathan assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to achieve those goals.

The following is a partial list of the topics Nathan covers:

  • Financial Planning Basics
  • It's Never too Late For Retirement Planning
  • Planning For Your Child's Education Fund
  • Estate Planning and Trust Services
  • A Look at the Current Market Trends
  • Investment Planning and Selection
  • Protecting Your Identity: Top Cybersecurity Threats

Nathan has spoken to audiences at:

  • Charles Schwab educational and client appreciation events
  • SVA educational seminars
  • SVA Plumb Financial Annual Investment Forum