Client Reviews

Hear from the families and individuals who trust
SYV Wealth Advisors with their financial futures.

What our Clients are Saying

Our clients come to us at every stage of life, and stay with us through all of it. Read what they have to say about working with the SYV Wealth Advisors team.

  • What initially led me over to SYV Wealth Advisors was F. Javier Trujillo's transition from a big institutional investing firm (where he managed and grew my money with great success), to a more bespoke, white-gloved firm. And boy was it worth it! Javi has been able to tailor my financial goals, and offer me a more diverse range of investment options that better diversify my portfolio. 

    Working with SYV Wealth Advisors is a breeze! They are responsive, professional, and tailor their recommendations directly to your financial goals and needs. 

    Javi at SYV Wealth Advisors has shown me a world of investment opportunities I would have otherwise overlooked. He has masterfully blended my desire for income, while also making sure I have exposure to growth opportunities. 

    — David Q., Current Client

  • For years we were part of a large investment firm, busy working and raising a family, never really paying attention to our individual portfolio. But as we got older and nearing retirement, we started trying to communicate with our advisors, and found we either couldn’t get ahold of them, or found our main point of contact was no longer employed there.  

    My friend up here in Santa Ynez told us about SYV Wealth, a small local investment company that she felt very comfortable with. After meeting with Bruce, Brad and Molly, we felt comfortable in trusting them with managing our funds.

    Every single time I have called or emailed with questions, I have received a response immediately.  I have popped into their office on occasion, without an appointment, and always had my questions or concerns answered.   

    We are retired and want to make our savings last us for years.  They have provided us with investment strategies to pretty much safeguard us from adverse political events.  

    We feel like SYV Wealth “has our back” and would happily recommend them to anyone and everyone seeking investment advice.

    — Current Client

  • My decision to work with SYV Wealth was based primarily on my desire to continue the personal advisory relationship I had with F. Javier Trujillo at Schwab. The decision was not about Schwab or SYV specifically, but about Javier’s exceptional advisory service. Learning more about SYV and LPL confirmed my confidence that moving to SYV Wealth Advisors would keep my investments in good hands.

    Prior to Javier becoming a partner at SYV, my confidence in our advisory relationship had already solidified due to several factors: his deep industry knowledge and experience, his consistent willingness to educate me, and my sense that his portfolio recommendations were driven, above all, by my individual financial needs. Most importantly, Javier’s exceptional listening skills have always provided the clarity I needed to feel confident about my financial future. That is ultimately why I became a client at SYV.

    The trust built through my relationship with Javier at his prior firm also gave me the confidence to introduce family members to him and to recommend the advisors at SYV Wealth.

    — Frank B., Current Client