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

  • All of the interactions with SYV I have felt were unhurried. That is, time to explain options, time to evaluate and succinctly enumerate potential outcomes,  time to listen to our questions and concerns, and time to educate us to the process and the relationships that will result in our success.  

    In essence,  we are made to feel like we are your only client during our interactions and that is comforting.  

    The most important factor here is that SYV does what they say they are going to do when they say it.  That inspires confidence AND trust.  I cannot ask for more than that. 

    I would recommend SYV Wealth based on the exceptional communication piece, the fiduciary relationship, and the qualifications of the advisors, all of which are quite apparent through our interactions.  

    -Current Client

  • The SYV Wealth Advisors’ support has been invaluable—they handled account setups, managed distributions from the Trust, and made the entire process seamless. We’re incredibly grateful for their efforts; it’s hard to imagine anyone else going to such lengths for us. Having your team by our side truly gives us peace of mind.   

    We also value your commitment to the community, especially the annual donation drives for families in need. The get-togethers you host give us a chance to connect with others, relax, and enjoy some refreshments in a welcoming environment. These events make us feel part of something bigger and offer a delightful change of pace.

    Thanks to your guidance, we feel confident and clear about our financial future. We know we’re in good shape, with enough resources to support ourselves and help our kids each year. Your support has made a meaningful difference in our lives, and we’re grateful to be part of the SYV community.

    -Terry Schmid, Current Client

  • You put family priorities first and make us realize what is really important in life, all the while keeping us financially secure.  We are glad to be associated with the best.

    Molly, in particular, has been a blessing. Her patience and willingness to help with tax issues every year are deeply appreciated, and it speaks volumes about the genuine care you all provide. We’ve found a group of people who not only understand our needs but also earn our trust, so we see no reason to look elsewhere.

    -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