COMPANY RETIREMENT PLANNING
MONEY TO INVEST
MARITAL STATUS CHANGE
ADDITION TO FAMILY
CHANGING HEALTH STATUS
TRANSITIONING A BUSINESS
BUSINESS RETIREMENT PLANS
INDIVIDUAL RETIREMENT SERVICES
PERSONAL INVESTMENT STRATEGIES
TRUST & ESTATE SERVICES
FINANCIAL PLANNING FOR PHYSICIANS
UNIVERSITY ADVISORY GROUP
FINANCIAL PLANNING FOR SAVVY WOMEN
INVESTING WITH IMPACT
SVA Financial Group Market Review - July 2019
By SVA Financial Group | July 15, 2019
In this SVA Financial Group Quarterly Market Review, we discuss second quarter performance, an economic overview, international markets, and potential influences for the third quarter.
SVA Financial Group’s Hansen and Jelacic Receive 2019 Five Star Awards
By SVA Financial Group | July 12, 2019
SVA Financial Group’s Maureen Hansen, CLU® and Pete Jelacic, CFP® have been selected for the ‘Five Star Wealth Manager Award’ published in Milwaukee Magazine.
SVA Financial Group’s Droessler Presents Charitable Giving Roundtable
By SVA Financial Group | June 18, 2019
SVA Financial Group’s Jamie Droessler, CFP® will present an educational roundtable for Groundswell Conservancy on June 24, 2019.
SVA Announces New Leadership Team
By SVA Financial Group | May 21, 2019
SVA, a Professional Services Company, has announced its new leadership team led by CEO John Baltes.
SVA Supports United Performing Arts Fund Through Workplace Giving Campaign
By SVA Financial Group | May 8, 2019
In their annual tradition, SVA is kicking off their 2019 United Performing Arts Fund (UPAF) Workplace Giving Campaign.
SVA Celebrates Take Your Child to Work Day
By SVA Financial Group | April 26, 2019
On April 25, 2019, SVA took part in National Take Our Daughters and Sons to Work Day.
SVA Financial Group’s Parks Presents for PLATO
By SVA Financial Group | April 19, 2019
SVA Financial Group’s Tammy Koester Parks, JD will present an educational seminar for PLATO (a Learning in Retirement group) on April 22, 2019.
SVA Financial Group Market Review - April 2019
By SVA Financial Group | April 17, 2019
In this SVA Financial Group Quarterly Market Review, we discuss first quarter performance, an economic overview, international headlines, and potential influences for the second quarter.
Randy Godsell Named Chief Investment Officer at SVA Financial Group
By SVA Financial Group | April 3, 2019
Randy Godsell, CPA, CFA, CFP® has been named Chief Investment Officer for SVA Wealth Management, LLC, an affiliate of SVA Financial Group.
SVA Plumb Trust Company Featured in 2019 America’s Best Trust Companies For Wealthy Families
By SVA Financial Group | March 20, 2019
SVA Plumb Trust Company is pleased to announce that the company is profiled in The Wealth Advisor’s 2019 guide of America’s Best Trust Companies for Wealthy Families.
Get to know SVA Financial Group
Are You Visiting From the US?