SVA Wealth Management Fact Sheet
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Year Founded
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1987
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Founded As
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SVA Planners, Inc.,
(In 2007 became SVA Wealth Management, Inc.)
Registered Investment Adviser
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Headquarters
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1221 John Q. Hammons Drive
Madison, WI 53717
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Direct line
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(608) 826-2300
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Fax
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(608) 831-4243
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Additional Offices
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Brookfield, Wis.
Rockford, Ill.
Neenah, Wis.
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President
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R. Hugh Boysen
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Employees
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25
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Clients
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850
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Assets under management
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$750 million
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Website
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www.svawealth.com
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Pathways in Retirement
Download this presentation by SVA's Debbie Oswald and E.G. Schramka.