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. She develops strategies to preserve assets, plan for retirement, and fund education. She also develops strategies surrounding working with estate planning needs and managing risks.
Serving clients’ needs and providing objective advice are top priorities. Maureen provides financial solutions that encourage independence and freedom for women in transition. Whether she prepares a customized plan, develops a personalized budget, manages investments, or collaborates with other trusted advisers, she wants her clients to succeed and feel empowered in the process.
Maureen also specializes in company sponsored retirement plans. She works with plan design, investment allocation and employee education. Maureen is a six-year recipient of the Five Star Wealth Managers award*.
The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,461 Milwaukee area wealth managers were considered for the award; 220 (15 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who received the award, may vary from year to year.) These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com.
- University of Wisconsin - Stevens Point - Bachelor of Business Administration
- Chartered Life Underwriter (CLU®)
- Wisconsin Medical Journal
- Financial Planning Association (FPA)