1050 Edison St.
PO Box 1240
Local Roots with a Global Reach
PERSONALIZED Financial Advice
Working TOGETHER Toward
the Future you Envision
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:
Our founding partner, Bruce Porter, began his financial career at Edward Jones Investments in 2001. He grew his practice successfully for 16 years before opening his own firm in 2017, SYV Wealth Advisors. He knew he could provide his clients with more choices and more opportunities independently. And he was right.
Bruce is intently loyal and fiercely protective of his clients and their interests. He believes his clients are truly like family.
Bruce welcomed Brad Sicoff on board in 2022 as the steward of his same belief system. His expertise in retirement income planning was a perfect complement to our growing firm.
Gain valuable confidence and clarity knowing that our years of experience are working hard for you.
We are independent financial advisors. Our 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.
Founder & Financial Advisor
President & Financial Advisor
Director of Client Services
Preparation is the Key to Retirement
It May Be Time for a Financial Checkup
A Bucket Plan to Go with Your Bucket List