News from SVA Plumb Financial


SVA Financial Group’s Oswald Featured in BRAVA Magazine Article

By SVA Financial Group | 10/8/2020

SVA Financial Group’s Debbie Oswald is featured in an article in the October issue of BRAVA magazine titled “Investment Strategies that Work”.

The article focuses on investment tips for even novice investors. According to Debbie, there are clear steps in implementing an investment strategy. Some of these steps include setting goals, creating a habit of saving at an early age, building an emergency reserve fund, determining risk tolerance, and working with a financial advisor. The most important tip Debbie advises is to “invest for the longer term. More people are generally hurt by changing their investments in response to an event, than are helped. We’d rather make changes when the market’s on the upswing.”

As a Principal with SVA Wealth Management, Debbie collaborates with her clients in establishing wealth management strategies designed to achieve their financial goals. She is passionate about working with physicians, executives, and families in planning their financial journey and maximizing their financial capacity. Debbie proactively coordinates financial planning, wealth accumulation, and tax, legal and banking resources to provide comprehensive planning for her clients.

Click Here to read the entire article.

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.