SVA Plumb Financial, a local wealth management and trust administration firm, celebrates their 5-year anniversary.
Created on February 28, 2011, SVA Plumb Financial was formed from the merger between SVA Wealth Management, Inc. and SVA Trust Company, LLC along with Wisconsin Capital Management, LLC and Plumb Trust Company. The formation of SVA Plumb Financial united two organizations with decades of client-focused experience, blending complementary areas of services.
“We are proud to celebrate this special milestone,” states Thomas Plumb, President/CEO of SVA Plumb Financial, LLC and SVA Plumb Wealth Management, LLC. “Our philosophy and dedication to our clients, services and communities is what brought our two companies together in the first place. We will continue to remain our clients’ trusted advisor, meeting their financial needs today, tomorrow and beyond as they move through the stages of their lives.”
About SVA Plumb Financial, LLC
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.
SVA Plumb Financial, LLC is headquartered in Madison, Wisconsin, employs over 45 staff, and has additional offices in Milwaukee and Appleton, Wisconsin as well as Sioux Falls, South Dakota. Its entities include SVA Plumb Wealth Management, LLC and SVA Plumb Trust Company, LLC. More information is available at www.svaplumb.com.