News from SVA Plumb Financial


SVA Recognized as 2020 Focus on the Future Award Honoree

By SVA Financial Group | 9/23/2020

SVA is pleased to announce that the Milwaukee Metropolitan Association of Commerce (MMAC) has recognized the firm as an honoree of their 2020 Focus on the Future Awards.

MMAC’s Focus on the Future Awards showcase the resolve and resilience of 65 local organizations and individuals who have made a positive difference in the community during the pandemic. The honorees have risen to their best during the most difficult of times. Because of their dedication in providing valuable resources to the business community, SVA has been honored in the Fueling the Frontlines category. The honorees in this category have come to the aid of health care or other frontline workers when they needed it most.

“The business community has faced extreme challenges in 2020 due to the coronavirus pandemic,” states John Baltes, CEO. “Through our tireless work in providing resources through webinars, alerts, and eGuides, we have assisted thousands of businesses and individuals in this difficult time. We will continue to provide the community with the resources they need and we are extremely proud to be recognized with this honor.”

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.