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Meet Tim O'Brien with SVA Plumb Wealth Management

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Published on Jul 29, 2015

Tim is a Principal and Director of Research for SVA Plumb Wealth Management, LLC. Tim serves as Assistant Portfolio Manager of our proprietary equity and balanced funds. He also serves on the firm's Investment Committee. Tim provides clients with ongoing, comprehensive wealth management strategies and financial guidance while delivering personalized service. He develops strategies to preserve assets, plan for retirement, and fund education. He also develops strategies to manage risk and coordinate investments with estate planning needs.

Learn more about Tim at: http://svaplumb.com/company/professio...

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