About SVA Plumb Trust
We Hold The Future In Trust
SVA Plumb Trust Company was created through a merger of SVA Trust Company and
Plumb Trust Company. Prior to the merger, the wealth management and financial services
entities in both companies served the financial needs of their clients for several decades. As
their clients' needs became more complex, both firms recognized the need for a trust company to
provide a broad range of high level service.
The newly created SVA Plumb Trust Company is pleased to provide trust administration,
custody and other fiduciary and financial services. Our clients range from individuals,
family trusts, and charitable trusts to university foundations, healthcare nonprofit
organizations, and institutional accounts.
The experienced trust professionals at SVA Plumb Trust Company work closely with
clients and their advisors to accomplish client objectives. We work as a team within
the trust company and with the investment consultants and portfolio managers of
SVA Plumb Financial to coordinate investment issues with the client's full financial
situation in mind.
SVA Plumb Trust Company serves a broad client base. Our trust company is chartered
in South Dakota; with most of our trust officers based in Wisconsin. While many of our clients have
Wisconsin ties, we also provide services for clients thoughout the midwest and across the nation.
Independent.
Professional.
Experienced.
To learn more about the services SVA Plumb Trust Company can provide for you, contact us at (888) 856-8801.