Trust & Transparency
Long-term Relationships Built Right
SYV Wealth Advisors offers clients an individualized approach, combining our capabilities as a seasoned independent financial services firm with the trust, transparency and personal service offered by our local, independent team.
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Brad Sicoff, CRPC®
PRESIDENT & CEO | WEALTH ADVISOR
With deep experience in the financial services industry, Brad spent over 20 years at AIG, Prudential, and John Hancock. He offers private clients, foundations and business owners specialized expertise, including in tax and estate objectives, and tailored retirement strategies.
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Kelsey Bengoa
PARTNER | WEALTH ADVISOR
With over 15 years of rich experience in private wealth advisement from Wells Fargo Finet and LPL Financial, Kelsey maintains strong client relationships and offers diverse expertise to the nonprofits, commercial enterprises, large-scale agriculture operations and private families he serves.
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Javier Trujillo
PARTNER | WEALTH ADVISOR
Javier has spent over a decade serving clients with a unique skillset and perspective in retirement planning, estate planning and investment management. His client-centered approach ensures that each individual's financial goals are met with precision and personalized care.
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Bruce Porter, CFP®
FOUNDER | WEALTH ADVISOR
A graduate of the U.S. Military Academy, West Point, and Stanford University, Bruce then served a distinguished career in the U.S. Army before retiring as a Colonel and spending the past nearly 25 years guiding investment strategy for a diverse array of close clients.
Molly Ware | Director of Operations & Client Experience
To Us, This is Personal
Call it a philosophy, or just a belief in how it should be — our wealth advisors handle each of their clients’ portfolios and communication personally. We don’t have a relationship manager on staff, and that’s by design. It’s the trust built in long-term relationships that matters. You’ll hear directly from us, supported by Molly, who brings not just warmth and expertise to the team, but also an irreplaceable service level.
Contact us
Interested in working together? Send us a quick message and we’ll be in touch to learn more about how best we can assist.