The Company
Who We Are
SVA Plumb Financial, LLC, formed through a merger of SVA Wealth Management, Inc.
and SVA Trust Company, LLC, with Wisconsin Capital Management, LLC, and Plumb Trust
Company. The formation of SVA Plumb Financial brings together two organizations
sharing many common values blending complementary areas of services. SVA Plumb Financial,
LLC, is an affiliate of SVA Certified Public Accountants, SC.
By leveraging the combined strengths of both organizations, we have built a
more diverse financial services firm to meet our clients financial needs today,
tomorrow and beyond as they move through the stages of their lives. Our philosophy
and dedication to our clients, services and communities is what brought our two
companies together. It will remain strong as we move forward together as a full-service
wealth management firm.
SVA Plumb Financial is headquartered in Wisconsin, while the trust company is chartered
in South Dakota. Our clients can be found in the midwest and throughout the U.S.
Where We Came From
The former Wisconsin Capital
Management firm, founded by Thomas G. Plumb in 1984, brings expertise in
managing portfolios of individual securities for individuals and institutions as
well as proprietary equity and balanced mutual funds. Wisconsin Capital Management
remains the manager of the Plumb Funds. To view the most recent prospectus for the Plumb Funds click here. The Plumb Funds are distributed by Quasar Distributors, LLC.
Formed in 1994, SVA Wealth Management, Inc. brings complementary expertise in financial
planning and asset allocation with a focus on managed nonproprietary mutual funds.
Both SVA and Plumb formed trust companies in the 2000s to accommodate the specialized
needs of clients for trust, custody, and administrative services. SVA Plumb Trust
Company complements our investment management expertise by adding the capability
to consolidate assets and to participate in retirement and estate planning as well
as assessing multi-generational needs for the families we serve. The trust company
offers additional administrative services
to the clients of SVA Plumb Financial.
Founded as SVA Retirement Plan Services in 2004, SVA Plumb Retirement Plan Services provides
retirement plan consulting, administration and recordkeeping.
What We Provide Our Clients
SVA Plumb Financial is a full-service wealth management firm dedicated to providing
quality service for all aspects of our clients’ financial lives. We work closely
with our clients to assist them in defining their investment goals and objectives;
we then create and maintain portfolios designed to meet those goals.
For individuals, we manage not only the finances of our clients themselves but also
their desires to address the needs of future generations. For institutions, we address
a company's needs for retirement plans for their employees. We also work with
the Board of Directors for non-profits to help them meet their responsibilities for funds
entrusted to them for the long-term.
To learn more about the services SVA Plumb Financial can provide for you contact us at (888) 856-8801.
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