Professionals


Nathan S. Cowen - AAMS®

Wealth Manager

phone (262) 923-5108/(920) 757-2501
email Brookfield/Appleton Office

Nathan is a Wealth Manager with SVA Wealth Management.

With more than 25 years of experience in the financial services industry, Nathan provides comprehensive financial planning and investment management to both individuals and businesses. In his role as Wealth Manager, Nathan assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to achieve those goals.

Nathan believes that frequent communication, ongoing education and trust are the hallmarks of a successful client-advisor relationship. To that end, Nathan strives to be a trusted partner through all market environments and always welcomes client calls.

Nathan helps businesses with their retirement plans, families with estate and trust planning needs, and all clients by offering unbiased, objective investment management solutions.

Education

  • Carthage College - Bachelor of Arts - Accounting

Credentials

  • Accredited Asset Management Specialist®

Professional Memberships/Affiliations/Activities

  • Financial Planning Association (FPA)

Civic/Community Involvement

  • Heart of the Valley Chamber of Commerce member


Personal

Nathan and Melissa have been married over 20 years and have 2 children. In his free time, Nathan enjoys studying the markets, attending sporting events and fishing in the Upper Peninsula of Michigan.

Nathan is a Wealth Manager with SVA Wealth Management. With more than 22 years of experience in the financial services industry, Nathan provides comprehensive financial planning and investment management to both individuals and businesses. In his role as a wealth manager, Nathan assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to achieve those goals.

The following is a partial list of the topics Nathan covers:

  • Are You Financially Prepared For Retirement?
    • The what, why and how of your retirement portfolio
    • Planning for the future you desire
    • How long will your nest egg last?
  • Financial Planning: Maximize Investments, Minimize Taxes
    • Action steps to reduce your tax burden
    • A look at the current market trends
    • Choosing investment options to meet your goals

Nathan has spoken to audiences at:

  • Charles Schwab educational and client appreciation events
  • SVA educational seminars
  • SVA Investment Forum