New! Frequently Asked Questions

Frequently Asked Questions

For your convenience, we've compiled a list of the 10 most frequently asked questions we receive from clients and potential clients.

Awards

Our financial planners possess a proven track record and have been nationally recognized as some of the best in the industry.

Award Mutual Funds Magazine Top 100 Advisors

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Weaving a Safety Net
Suby, Von Haden & Associates, S.C. is proud to sponsor this seminar for women on preparing for retirement. The event will be held on Wednesday, May 6, 2009 at the SVA corporate headquarters building in Madison, WI.

Guest speakers will include Susan A. Brown, Ph.D., APNP, Director, Mental Health Resources and SVA's Leonard Barry, M.S., Financial Consultant, SVA Wealth Management, Inc., Registered Investment Adviser. You may register by calling Amy Qualmann at (608) 826-2430.

 

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Welcome to SVA Wealth Management, Inc!

Working as your advocate, our team of financial planners will provide an unbiased resource to help you achieve financial success. Your SVA professionals will offer invaluable insights and guidance as you go about developing a strategic action plan targeted at making your financial goals a reality.

Asset Management

Asset Management

The most important step in managing your financial assets for the long term is developing a disciplined methodology for making portfolio decisions.
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Education Planning

Education Planning

The cost of a college education can present a large financial burden for the student and the family. Our professionals can help you evaluate the many options available to you. [ Learn More ]
Estate Planning

Estate Planning

Our estate planning professionals work closely with you to identify and work toward your goals with regard to wise planning and decision-making for your estate.
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Financial Planning

Financial Planning

SVA Wealth Management, Inc. is a financial planning, investment consulting and asset management firm. We develop trust-based relationships with the common goal of helping you achieve financial success. [ Learn More ]
Investment Consulting

Investment Consulting

Our professionals will evaluate your financial goals and objectives relative to your risk tolerance and investment time frame. [ Learn More ]
Trust Administration

Trust Administration

SVA's trust professionals provide expertise as both an advisor on the tax implications and as a preparer of trust, estate, gift and individual tax returns.
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