Money Minute

At SVA Plumb Financial, 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.

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.

SVA Plumb Financial Offers

Financial Planning

Asset Management

Investment Consulting

Retirement Planning

Education Funding

Tax Planning and Preparation

Insurance Analysis

Retirement Plan Design

Estate/Legacy Planning

Trust and Estate Administration

Get started today with a complimentary financial review or contact us today at 888-856-8801, visit us online at www.svaplumb.com.

SVA Plumb Financial Money Minute Experts

Thomas G. Plumb, CFA President SVA Plumb Wealth Management	Kathryn L. Norton, JD President SVA Plumb Trust Company	Timothy R. O'Brien, MBA, CFA Director of Research/Portfolio Manager SVA Plumb Wealth Management

Kurt G. Krumholz, CFP Principal SVA Plumb Wealth Management	Ken S. Cavalluzzo, PhD Principal SVA Plumb Wealth Management	Leonard Barry, Wealth Manager SVA Plumb Wealth Management

Debra L. Oswald Senior Wealth Manager SVA Plumb Wealth Management	Dan Gibson Senior Wealth Manager SVA Plumb Wealth Management	Mike Kerrigan Wealth Manager SVA Plumb Wealth Management

Teresa Brooks Trust Investment Officer SVA Plumb Trust Company	Molly McCarragher Vice President and Trust Officer SVA Plumb Trust Company	Nathan Plumb Financial Consultant SVA Plumb Wealth Management