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SVA Financial Group’s Ponteri Featured in Milwaukee Business Journal’s Guide to Wealth Management

By SVA Financial Group | 5/28/2020

SVA Financial Group’s Chris Ponteri is featured in the Milwaukee Business Journal’s 2020 Guide to Wealth Management with his article titled “Getting Out of the Market Was Easy, Getting Back in May Be Harder”.

For many, it was an easy decision to get out of the market and into cash when the news of the global pandemic rocked the world economy. While the markets continue to be volatile, now is the time to start thinking of a plan to get invested again. Some guidelines to use in making this decision are don’t try to time the market, diversify, don’t be afraid to be extra conservative, invest in companies or sectors that make you feel comfortable, invest over a period of time, commit to a long-term strategy, and work with a professional.  

Chris is a Wealth Manager with SVA Wealth Management and a Trust Officer with SVA Trust Company, LLC. He has over 18 years of experience in the trust industry and he specializes in post-death administration of estates and trusts. Chris administers trusts and other fiduciary accounts for high net worth clients and their families. This includes trusts and other individually managed accounts as well as trust services without investment management.

About SVA Financial Group

At SVA Financial Group, 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.