SYV Wealth Advisors

Local Roots with a Global Reach

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SYV Wealth Advisors

Your home for PERSONALIZED financial advice in the Santa Ynez Valley.

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SYV Wealth Advisors

Your home for FACE TO FACE financial advice in the Santa Ynez Valley.

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SYV Wealth Advisors

Our FOUNDER, Bruce Porter.

Who's Bruce

Our Experience

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.

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Our Independence

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.

Values

Our Process

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.

Our Contact

Bruce Porter, CFP Founder & Financial Advisor

We create strategies that are tailored to your needs and goals.

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Brad Sicoff, CRPC President & Financial Advisor

Years of experience have prepared us to guide you through your life transitions.

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Molly Ware, Director of Client ServicesOur Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Learn about our Process

The Process

Meet the SYV Wealth Team

The Team

Why SYV Wealth Advisors?

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.

By coming to SYV Wealth Advisors, many of our clients were delighted to learn that:

We have deep local: roots and a global reach of wealth and management expertise.
They were able to better understand what they have and where they are going.
They could dig deeper to what was important to them and not just a number with a big institution.
They felt more confident getting the right answers and seeing their financial advisor in person.