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1050 Edison St. PO Box 1240 Santa Ynez, CA 93460

(805) 697-7741
info@syvwealth.com

Local Roots with a Global Reach

PERSONALIZED
Financial Advice 

Working TOGETHER Toward

the Future you Envision

Why SYV Wealth Advisors?

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.
Our Story

Our Story

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.  

Our Experience

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. Our objective approach ensures that we keep your best interest in mind. 

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Our Process

Getting to know you is the most important step in developing a successful financial plan for you. 

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Bruce Porter, CFP<sup>&#174;</sup><br/>

Bruce Porter, CFP®

Founder & Financial Advisor

Meet Bruce
Brad Sicoff,&#160;CRPC<sup>&#174;</sup><br/>

Brad Sicoff, CRPC®

President & Financial Advisor

Meet Brad
Molly Ware<br/>

Molly Ware

Director of Client Services

Meet Molly

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