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SVA Financial Group’s Brian Klein Featured in Milwaukee Business Journal Article

By SVA Financial Group | 11/11/2020

SVA Financial Group’s Brian Klein, CFP® is featured in a guest column for the Milwaukee Business Journal’s Wealth Management Corner with his article titled “Understanding Your Risk Tolerance and Your Risk Capacity”.

Taking the right amount of risk in one’s investments is crucial to achieving financial goals. The first step is knowing how much risk one can actually afford to take. This is called risk capacity. It is the measure of how much risk an investor can take without it having an adverse effect on his/her goals. The second step is understanding risk tolerance – the measure of volatility in investment returns an investor is willing to withstand. Knowing risk tolerance reveals what percentage of assets should be broken up among the sliding scale from riskiest to least riskiest investments. Having a financial plan in place will show cash flow timing to establish the optimal amount of money to put at risk to achieve future aspirations.

Brian is a Wealth Manager for SVA Wealth Management. He has been in the financial services industry since 2014. Brian’s experience includes working in the mutual fund industry, as well as private wealth management for high net worth individuals. He enjoys monitoring the financial markets and keeping current with trends to provide his clients with appropriate financial guidance to help them meet their goals.

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.