About Company - SVA Plumb
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ABOUT SVA FINANCIAL GROUP

Your Wealth Deserves A Wealth of Service.®

SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have enjoyed personal access to our investment and trust advisory professionals who collaborate in the oversight of their portfolios. SVA Financial Group can also act as your “Family Office” providing services such as bill-pay, insurance, tax, assistance with family-owned businesses, etc. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets as well as wealth and legacy planning.

Bringing together the combined strength of our wealth management and trust companies results in a diverse financial services firm meeting our clients' financial needs as they move through the stages of their lives.

AWARDS AND AFFILIATIONS
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WHO WE ARE

Our executive leadership team includes the CEO of SVA Financial Group, President of SVA Wealth Management and President of SVA Trust Company. As our client, you gain access to an entire team of financial professionals and consultants with advanced degrees and designations including:

  • Juris Doctor (JD)
  • Master of Business Administration (MBA)
  • Accredited Asset Management Specialist® (AAMS)
  • Accredited Investment Fiduciary® (AIF)
  • Certified Financial Planner® (CFP)
  • Certified Fund Specialist®(CFS)
  • Certified Public Accountant (CPA)
  • Certified Retirement Counselor® (CRC)
  • Chartered Financial Consultant (ChFC)
  • Certified Trust and Financial Advisor (CTFA)
  • Chartered Financial Analyst (CFA)
  • Chartered Life Underwriter® (CLU)
  • Chartered Mutual Fund Counselor (CMFC)
  • Retirement Income Certified Professional® (RICP)

Through our affiliation with SVA Certified Public Accountants, you are also able to utilize our tax planning and consulting services.

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WHY IS SVA FINANCIAL GROUP 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.



Our expert team.