Appleton, WI,- Nathan Cowen, AAMS® recently joined SVA Plumb Wealth Management, LLC, an affiliate of SVA Plumb Financial, LLC, in the firm's Appleton, Wisconsin office.
Nathan has over 22 years of experience in the financial services industry. He holds a Bachelor's Degree in Accounting from Carthage College and he is a member of the Financial Planning Association. Nathan is also an Accredited Asset Management Specialist® and an Investment Adviser Representative.
In his role as Wealth Manager, Nathan provides comprehensive financial planning and investment management to both individuals and businesses. He assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to achieve those goals. Nathan helps businesses with their retirement plans, families with estate and trust planning needs, and all clients by offering unbiased, objective investment management solutions.
"We are excited to have Nathan join our team," stated Tom Plumb, President of SVA Plumb Financial, LLC and SVA Plumb Wealth Management, LLC. "With Nathan's expertise, we will be able to expand the firm's financial and trust services to the Appleton area. We look forward to utilizing his experience, allowing our team to continue to deliver exceptional client service."
About SVA Plumb Financial, LLC
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 unites two organizations with decades of client-focused experience, blending complementary areas of services. SVA Plumb Financial, LLC is an affiliate of SVA Certified Public Accountants, SC.
The affiliates of SVA Plumb Financial, LLC offer clients a wide-range of services from investment management and trust administration to retirement and estate planning with a high level of localized service. Our philosophy and dedication to our clients, services and communities is what brought our two companies together and will remain strong as we move forward together as a full-service wealth management firm.
SVA Plumb Financial, LLC is headquartered in Madison, Wisconsin, employs over 45 staff, and has additional offices in Milwaukee and Appleton, Wisconsin and Rockford, Illinois as well as Sioux Falls, South Dakota. Its entities include SVA Plumb Wealth Management, LLC and SVA Plumb Trust Company, LLC.