1050 Edison St.
PO Box 1240
SYV Wealth Advisors
Local Roots with a Global Reach
Your home for PERSONALIZED financial advice in the Santa Ynez Valley.
Your home for FACE TO FACE financial advice in the Santa Ynez Valley.
Our FOUNDER, Bruce Porter.
At SYV Wealth Advisors we are here to help. So you can leave your worries at the door and gain valuable confidence and clarity knowing that our years of experience are working hard for you.
We are independent financial advisors. That means we are able to offer full-service financial planning without the pressure of pushing certain products or services onto our clients. This objective approach ensures that we keep your best interest in mind.
Getting to know you is the most important step in developing a successful financial plan for you. That’s why we consider our first meeting to be a fact finding mission. We want to know what your goals are, what motivates you, and what you worry about. Reach out to us, say hello, and find out why clients view us as an advisor for life. We enjoy building trusted relationships that span generations.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.