SVA Plumb Financial, a local wealth management and trust administration firm, celebrates their 5-year anniversary. SVA Plumb Financial was formed from the merger between SVA Wealth Management and SVA Trust Company along with Wisconsin Capital Management and Plumb Trust Company. “We are proud to celebrate this special milestone,” states Thomas Plumb, President/CEO of SVA Plumb Financial and SVA Plumb Wealth Management. “Our philosophy and dedication to our clients, services and communities is what brought our two companies together in the first place. We will continue to remain our clients’ trusted advisor, meeting their financial needs today, tomorrow and beyond as they move through the stages of their lives.”
Company:
SVA Plumb Financial
18650 W Corporate Drive Suite 200
Brookfield, Wisconsin 53045
