News

• SVA Plumb Trust Company Professionals Present Information Seminars titled "Getting Your Affairs in Order"

  Kathryn Norton, President of SVA Plumb Trust Company and Teresa Brooks, Trust Investment Officer with SVA Plumb Trust Company, presented on the topic of "Getting Your Affairs in Order" to members of the Gilda's Club in Madison.
  

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• SVA Plumb Financial on WIBA’s “Ask the Experts”

  On Saturday, January 12, 2013, SVA Plumb professionals were featured on 1310 WIBA’s “Ask the Experts” series in Madison. “Ask the Experts” series, host Charlie Conover took questions from program listeners regarding the week’s topic, “The Benefits of Employing a Trust Company” and directing them to the featured guests, Tom Plumb and Kathryn Norton.
  

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• Hansen Named Principal at SVA

  Maureen E. Hansen, CLU was recently named principal of SVA Plumb Wealth Management, LLC an affiliate of SVA Plumb Financial, LLC. by the SVA Plumb Financial Board of Directors.
  

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• Speaker Source Graduates Lead Highly Successful Social Security Seminar

  On May 3rd, Matt Vanderloo, Senior Manager at SVA Certified Public Accountants, S.C. and Speaker Source Graduates Leonard Barry, Wealth Manager and Dan Gibson, Senior Wealth Manager, both of SVA Plumb Wealth Management, LLC spoke to over 70 people at The Madison Club about Social Security Benefits.
  

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• Watch our Special Report Discussing Oil Prices and their Economic Impact

  When there is an event that causes volatility in the market, we often get an influx of questions from our clients. To help answer some of these questions, our professionals produce special video reports. These special reports discuss the topic in more detail and represent the opinions of our Investment Team and their expectations on the market impact.
  

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