SVA, Thomas G. Plumb: Announce the formation of SVA Plumb Financial, LLC

Madison, WI, December 21, 2010 – SVA Wealth Management, Inc. and SVA Trust Company, LLC, together with Wisconsin Capital Management, LLC & Plumb Trust Company announced today, they have officially signed a letter of intent and will be joining together to form SVA Plumb Financial, LLC.

“The formation of SVA Plumb Financial, LLC brings together two organizations that share many common philosophies and values, yet offer several distinct but complementary areas of financial services,” stated SVA CEO, Jack Cotton. “By leveraging the combined strengths of both organizations, we are building an even more diverse financial services firm. The combined company will have greater scale and scope, further exemplifying SVA’s commitment to our clients. SVA Plumb Financial, LLC will provide clients with products and services designed to meet their financial needs today, tomorrow and beyond as they move through the stages of their lives.”

“We believe our combined company will provide compelling benefits for current and future clients, allowing us to focus a high level of expertise on each aspect of our service offerings,” commented Thomas G. Plumb, President, and Principal of Wisconsin Capital Management, LLC and CEO of Plumb Trust Company. “We look forward to the merger of our two companies with the anticipated completion being February 28, 2011. The actual integration of our companies’ systems, operations, products and services will be completed over the next few months. We want to assure all clients, from both firms, that we will approach every discussion regarding the integration and transition with their best interest in mind.”

Visit http://www.svawealth.com/announce to see Jack Cotton and Thomas Plumb talk about the formation of SVA Plumb Financial, LLC.

About SVA Wealth Management, LLC

Since 1987, SVA Wealth Management, Inc has been providing comprehensive and unbiased financial planning and asset management services for successful individuals and businesses. Our wealth managers are dedicated to helping our clients plan for now and future generations to come by creating a comprehensive plan covering retirement planning, education funding, wealth accumulation, risk management and estate planning. SVA Wealth Management, Inc. is the Registered Investment Adviser affiliate of SVA Certified Public Accountants, S.C.

About SVA Trust Company, LLC

SVA Trust Services, LLC, a South Dakota Trust Company and an affiliate of SVA Certified Public Accountants, S.C. was established in June 2008. The formation of this company expands our commitment to meeting our clients’ trust and fiduciary needs. The team of professionals is dedicated to providing high level quality service. This business entity is responsible for providing our clients with trustee and estate services, which include trust accounting, fiduciary tax preparation and estate tax preparation.

About SVA

Since our inception in 1974, SVA Certified Public Accountants, S.C. has focused on developing long-standing business relationships. As our clients’ businesses and personal interests have grown, we have increased our service offerings to meet their expanding needs.

Now, over 35 years later, SVA and its affiliates are recognized leaders offering a wide range of professional services including audit and accounting, tax, business information technologies, retirement plan services, wealth management, trust and estate administration services.

SVA is headquartered in Madison, Wisconsin, employs over 400 staff, and has additional offices in Milwaukee and Appleton, Wisconsin, and Rockford, Illinois.

About Wisconsin Capital Management, LLC

Wisconsin Capital Management, LLC, manages separate equity, balanced, and fixed-income portfolios and serves as an investment advisor to proprietary equity and balanced mutual funds. The firm was founded in 1984 and began managing mutual funds in 1987. The firm’s goal is to provide a full range of wealth management and investment advisory services for individuals and institutions. The investment team strives to outperform over the entire business cycle using a disciplined fundamental investment approach.

About Plumb Trust Company

As investment advisory clients’ needs became more complex, the firm created the Plumb Trust Company in October of 2001 to provide a very high level and broad range of service. The Trust Company now provides trust administration, custody, and other fiduciary and financial services to clients of Wisconsin Capital Management, LLC, and to clients of other select investment advisors.