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
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
Nathan Plumb
Financial Consultant
SVA Plumb Wealth Management

 

NBC15 615 Forward Drive Madison, Wisconsin 53711 Business: 608-274-1515 Newsroom: 608-274-1500
Gray Television, Inc. - Copyright © 2002-2014 - Designed by Gray Digital Media - Powered by Clickability